Sandra has over 20 years of diversified experience within the financial services industry. As a Financial Planner, Sandra is responsible for the design and analysis of our clients’ financial plans as well as maintaining updated knowledge of planning regulation and practices. As Financial Planning Manager, Sandra helps to oversee the firm’s Financial Planning department.
Originally from San Antonio, TX, Sandra graduated from St. Mary’s University and went on to pursue her MBA from the University of the Incarnate Word. In 2014 she earned her Certificate of Financial Planning from Georgetown University, followed by successful completion of the CFP examination.
Sandra lives with her husband and teenage son in Northern Virginia. She enjoys spending time with family and friends, listening to live music and traveling.
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