Meet Sandy
Sandy is an experienced, self-motivated professional with a passion for making a positive impact in the lives of others. With a strong focus on customer satisfaction and a proven track record of success, she thrives in environments that value collaboration and community partnerships.
Sandy lives by the motto “It takes a village,” and she believes that effective teamwork is key to achieving meaningful outcomes. She is dedicated to creating streamlined processes that not only maximize efficiency, but also offer the flexibility needed to address the unique needs of each client.
Sandy’s career began with the U.S. Army, where she served as a Medical Service Corps Officer. During her time in the military, she not only managed large-scale projects, but also earned her MBA, setting the foundation for a well-rounded professional journey. After transitioning from the Army, Sandy brought her expertise to SEI Investments as an Account Manager, where she worked with large and small trust organizations.
Her diverse career continued across the pharmaceutical, hospice and home health industries, giving her a wealth of experience in both the health care and financial sectors. In addition to her customer service and project management skills, Sandy’s unique background enables her to contribute a comprehensive perspective to any team focused on advanced care planning, blending her deep understanding of health care with a solid financial foundation.
Sandy is an avid nature lover who enjoys combing the outdoors for new finds and tending to an unruly butterfly and bee garden. She can generally be found spending time with her family and doing a variety of crafting or homesteading activities.
