With over 20 years of financial planning and industry experience, Sandy specializes in helping multi-generational families achieve their financial goals. She works with a wide variety of clientele. From successful business owner’s, individuals, and families throughout the many communities in Missouri, Sandy strives to create a lasting and confident connection with her clients.
Sandy's comprehensive approach to financial planning enables her to focus on each client's individual goals. From the beginning stages and on into retirement, Sandy holds a particular affinity for helping others understand what she can do by designing a plan that maintains the client's best interest.
In her free time, Sandy enjoys spending time with her husband Benji and their four children.
Credentials: Bachelor of Science Business Administration - Columbia College 2005. FINRA Registered - Series 6, 62, 63, and 65.
Mobile Phone: (660) 888-2405