About
Sandra
Sandi brings a wealth of knowledge and experience in managing individuals, families, organizations, and endowments’ investment portfolios. She enjoys taking a financial planning approach initially so she can fully understand a client’s particular situation, overall financial picture, and long-term goals. Customizing her approach allows her to tailor an investment strategy for each individual client’s situation and prioritize what is most important to him or her. Sandi’s emphasis on building relationships through active listening and building trust has served her well in working with many individuals, as well as their families over time, and through various stages of their lives. She believes in active management and adding value by being disciplined, and proactive in an ever-evolving financial environment.
Sandi has 30 years of experience within the financial services industry. She began her career in financial services in 1992 working for Oppenheimer Funds. Most of her career prior to joining Focus Partners Wealth had been spent with Charles Schwab & Co., where she worked full-time while attending college. For a time, Sandi was also fortunate enough to be a stay-at-home mom. More recently she worked for BOK Financial for approximately four years.
Sandi currently is part of the Governance Council for Project Angel Heart, a wonderful nonprofit that provides medically tailored meals to Coloradans dealing with life-threatening illnesses.
Sandi and her husband Ryan have a blended family of four children. They live in the mountains and enjoy the beautiful views and wonderful wildlife! Sandi is a native Coloradan and likes to travel, fish, go boating, play golf, and spend time with family and friends. She also has two adorable dogs, Daisy and Boo.
Education and Professional Milestones
-University of Colorado–Denver – bachelor’s degree in finance
Sandi brings a wealth of knowledge and experience in managing individuals, families, organizations, and endowments’ investment portfolios. She enjoys taking a financial planning approach initially so she can fully understand a client’s particular situation, overall financial picture, and long-term goals. Customizing her approach allows her to tailor an investment strategy for each individual client’s situation and prioritize what is most important to him or her. Sandi’s emphasis on building relationships through active listening and building trust has served her well in working with many individuals, as well as their families over time, and through various stages of their lives. She believes in active management and adding value by being disciplined, and proactive in an ever-evolving financial environment.
Sandi has 30 years of experience within the financial services industry. She began her career in financial services in 1992 working for Oppenheimer Funds. Most of her career prior to joining Focus Partners Wealth had been spent with Charles Schwab & Co., where she worked full-time while attending college. For a time, Sandi was also fortunate enough to be a stay-at-home mom. More recently she worked for BOK Financial for approximately four years.
Sandi currently is part of the Governance Council for Project Angel Heart, a wonderful nonprofit that provides medically tailored meals to Coloradans dealing with life-threatening illnesses.
Sandi and her husband Ryan have a blended family of four children. They live in the mountains and enjoy the beautiful views and wonderful wildlife! Sandi is a native Coloradan and likes to travel, fish, go boating, play golf, and spend time with family and friends. She also has two adorable dogs, Daisy and Boo.
Education and Professional Milestones
-University of Colorado–Denver – bachelor’s degree in finance