Senior Financial Planner
Sandra has over ten years of diversified experience within the wealth management 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 regulations and practices.
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 son in Vienna, VA. She enjoys spending time with family and friends, travelling and supporting her son in Boy Scouts.
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