As a Relationship Manager, Sandy partners with advisors and team members to serve our clients with skill, passion, and integrity. She ensures client needs and logistics are handled quickly and accurately. She is client-centric and takes pride in maintaining strong relationships with our clients.
Sandy has over 15 years of experience in the financial and insurance industries. Eight of those years were in a similar role at a large wealth management firm. She is a Financial Planner Qualified Professional and has previously earned the Chartered Retirement Planning Counselor designation.
Sandy and her husband Jeff live in North Aurora, IL. Together they have six children and ten grandchildren. Sandy enjoys reading, cooking, gardening, scrapbooking, and spending time with family and friends.