Sandra joined our Operations team in April of 2019. Sandra is a Penn State Economics graduate, and she brings to us over 25 years of client service and management experience. Sandra has a broad knowledge of the financial industry from her experience working for investment, advisory, banking, and insurance companies.
A Yardley native, Sandra still resides in Bucks County, PA with her husband and three children. Sandra enjoys supporting our clients and serving as our liaison with TD Ameritrade and Schwab Institutional, the custodians for our clients’ assets.