About Sandy
Working in Focus Partners Wealth’s Bourbonnais office, Sandy is often the first line of contact for clients. She gets to know her clients’ needs and goals, as well as the aspirations behind them, while collaborating with and supporting her advisory team. She has seen firsthand how partnering with an advisory team can truly foster peace of mind.
Sandy strives to develop outstanding working relationships with all clients, executing new and recurring operational tasks as they arise in an accurate and timely way. Her duties include providing operational support for her advisory team in the creation and maintenance of clients’ financial life plans, handling communication between custodians and her advisory team or clients, and researching custodial issues or special projects.
She derives immense satisfaction from delivering a high-touch and personalized experience, a direct result of an approach to service based on honoring each client and with integrity and respect.
Sandy lives in Momence, Illinois, with her husband, Bill. Their five daughters and 13 grandkids also live nearby. She enjoys baking and trying new recipes, and especially nature walks along the Kankakee River near her home.
Education and Professional Milestones
-Western Illinois University - bachelor’s degree in communications/marketing and journalism
-Joined Focus Partners Wealth in 2014
-Began her career as a paralegal specializing in litigation before joining the advertising team at Baker & Taylor Inc. for 15 years
Working in Focus Partners Wealth’s Bourbonnais office, Sandy is often the first line of contact for clients. She gets to know her clients’ needs and goals, as well as the aspirations behind them, while collaborating with and supporting her advisory team. She has seen firsthand how partnering with an advisory team can truly foster peace of mind.
Sandy strives to develop outstanding working relationships with all clients, executing new and recurring operational tasks as they arise in an accurate and timely way. Her duties include providing operational support for her advisory team in the creation and maintenance of clients’ financial life plans, handling communication between custodians and her advisory team or clients, and researching custodial issues or special projects.
She derives immense satisfaction from delivering a high-touch and personalized experience, a direct result of an approach to service based on honoring each client and with integrity and respect.
Sandy lives in Momence, Illinois, with her husband, Bill. Their five daughters and 13 grandkids also live nearby. She enjoys baking and trying new recipes, and especially nature walks along the Kankakee River near her home.
Education and Professional Milestones
-Western Illinois University - bachelor’s degree in communications/marketing and journalism
-Joined Focus Partners Wealth in 2014
-Began her career as a paralegal specializing in litigation before joining the advertising team at Baker & Taylor Inc. for 15 years