Sandy has worked in client-centric roles within the financial services industry for her entire career serving both individual and institutional clients. She has spent time working with a mutual fund company, national broker/dealers and registered advisory firms.
As a Financial Services Coordinator, Sandy is committed to providing clients with the best experience possible. She works diligently to ensure accuracy, security and confidentiality of all record management by current industry and compliance guidelines, follow through on all inquiries, plan educational client events and work as a liaison with the financial advisors.
Sandy is a member of Habitat for Humanity, Red Cross Disaster Relief, the Adoption Exchange and National Neighborhood Watch.
When she’s not at work, Sandy enjoys tending to her flower garden, fishing and spending time in the mountains.
FINRA series 7, FINRA series 10, FINRA series 63