Sandy has been working in private wealth management for over 20 years. He has experience with a wide variety of financial products, and asset classes. He seeks first to understand each clients unique set of circumstances, needs, goals, and risk tolerance before building a hypothetical portfolio. Working collaboratively with his clients, he monitors performance of the portfolio, and suggests changes where applicable. He takes no action on any portfolio without specific consent from the client, and seeks to maintain the highest levels of trust and confidence.
He is active in the community serving as Treasurer of The Denver Rotary Club (Club 31), and volunteers with the 9 HealthFair, and St. Mary's Academy. He enjoys skiing, golf and reading. He is married to Kristen, and together they have four children.
Raymond James is not affiliated with any of the organizations listed above.