Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Sandra has been a part of the team since 2018, bringing more than a decade of prior experience in banking and insurance. Sandra enjoys spending time with her family and exploring local antique shops.
8 years in financial services, with more than a decade of banking and insurance
Supporting clients and advisors since 2016, Carla brings a steady, detail-driven approach to client engagement. With more than 20 years in administrative operations and strong Microsoft Office expertise, she excels at problem-solving, meeting preparation, and streamlining workflows. Outside work, she enjoys time with family.
Over 10 years in financial services industry
20+ years in medical administration & client services
4+ years in energy industry regulation
She leads the (operational) heart of the practice, helping provide an organized, responsive client experience aligned with the firm’s commitment to planning. Her talent for turning complex workflows into smooth, dependable processes supports advisors so they can stay fully focused on clients. Her dedication to professionalism and service helps create an environment where clients feel supported and handled with care.
Over 25 years in financial services
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