Sandy Family has consistently parlayed hard work and “gut feeling” in an effort to advance his clients towards their goals.

He earned his Bachelor of Arts degree from the State University of New York at Buffalo with a combined major in Business and Psychology. Additionally, he has taken courses at Union College in pursuit of an M.B.A. degree. Professionally he met the difficult standards and earned the CERTIFIED FINANCIAL PLANNER™ certification. (1987)

Sandy focuses a large portion of his efforts on municipal bond research and strategies. His

high degree of professionalism has earned him fifteen years of membership on the John Nuveen & Co., Inc. Advisory Council. As a member of this council he acquires additional information and research, which assists him in recommending and selecting municipal bonds for his clients.

His knowledge of investment planning is enhanced through membership in the Financial Planning Association and the Estate Planning Council of Eastern New York.

Sandy believes that you must return a portion of your success to the community, which enables that success. Professionally he aided thousands of listeners everyday and weekends as host of WGDJ-Talk 1300 AM’s Investment Show. His focus on college funding planning and financial aid assistance is regularly sought, and he is a frequent lecturer at local high schools and colleges.

Sandy has made frequent appearances as a financial guest on local NBC, ABC, and CBS affiliates, and has made many contributions of articles to the Capital District Business Review.

EDUCATION

Linton High School - Schenectady, NY
1964-1967
N.Y.S. Regents Diploma
Ranked 50th/550 students

SUNY Buffalo - Buffalo, NY
1967-1971
B.A. Psychology / B.S. Business
Dean’s List

University of Toledo – Toledo, Ohio
1971-1972
School of Law

Union College – Schenectady, NY
1980-1984
M.B.A. Curriculum

College Of Financial Planning - Denver, CO
1987
Certified Financial Planner (CFP) Designation

HONORS & AWARDS

John Nuveen & Co. - Nuveen Advisory Council
1988-1993

ORGANIZATIONS

Capital Broadcasting Inc - Talk Radio 1300 AM/ 98.7 FM
Partner/ Owner
2008 - Present

New York State Police - Signal 30 Benefit Fund
Executive Secretary
2012 – Present

North Queensbury Fire Department - Volunteer
Fire & Police

Porsche Club of America
2012 - Present