Sandra is a highly experienced Financial Planner, bringing a rich background of over 30 years of wealth planning expertise to her clients. Before coming to Serving Those Who Serve, Sandra held a senior role at Edelman Financial Engines where she specialized in advanced financial planning strategies for high-net-worth clients. In addition to Sandra’s expertise in comprehensive financial planning, some of her areas of specialty include advanced retirement income planning and executive compensation. Sandra also has a personal connection with the Federal Government. Both her husband and father were career Feds. Sandra holds an MBA in Finance from Indiana University and a BBA in Finance from James Madison University, along with designations such as the CFP, RICP, ChFEBC, AIF, and CBDA. Sandra’s day-to-day role involves working closely with clients to help them achieve their financial goals and dreams. What sets her apart is her genuine care for clients and unwavering commitment to their best interests. Specializing in high-net-worth clients, Sandra is highly valued for her expertise and ability to provide an excellent client experience. Outside of her work, Sandra enjoys spending time being active outdoors with her friends and family. Originally from Maryland, Sandra now lives in Leesburg, VA, where she and her husband have raised four kids.
Raymond James is not affiliated with any of the organizations mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.