Sandra serves as a Wealth Manager, working closely with her clients to develop and implement comprehensive financial plans that reflect their goals and financial needs. She has experience in tax planning, estate planning, charitable planning, risk management, education planning, and investment management.
Sandra brings more than 20 years of experience in the financial planning and family office industry. She started her career in public accounting where she specialized in trusts, estates, and non-profits, and worked with high net worth individuals. Prior to joining Creative Planning, she was a financial advisor for an independent investment firm.
Sandra received her Bachelor of Science degree in Accounting from the University of Minnesota–Duluth. She is also a Certified Public Accountant (CPA).
Sandra and her husband Dave have two children – Becca and Matthew. In her spare time, Sandra enjoys going to her kids' activities for baseball, softball, robotics, chess, Scouts, and now and then, a trip to the cabin.
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