Sandi focuses on each client’s experience. She provides clients personal assistance with their service-related needs, whether setting up a new relationship or requesting account services as a current client.

Sandi has worked in the financial industry for 32 years, previously at Financial & Estate Planning International, with additional experience in estate administration. She has also worked with attorneys preparing trust documents.

 Outside of the office, Sandi’s favorite activity is spending time with her family, especially her four grandchildren. 