The Team

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Sandy Misenheimer

Sandy Misenheimer

Financial Advisor

More about me...



Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Women's Financial Strategies


B.S. Degree in Accounting from North Carolina University at Charlotte, B.A. Degree in Finance from North Carolina University at Charlotte
CA Insurance #0M89542


Our Staff

Catherine Mercado