The Planning Precision Behind Your Wealthcare Experience
Sandra is an experienced paraplanner who works closely with George to provide clients with a thoughtful, comprehensive, and personalized financial planning experience. She builds, updates, and analyzes the plans that guide every client conversation, so each recommendation rests on careful, well-organized work.
Key responsibilities:
- Financial plan development, analysis, and ongoing updates
- Scenario modeling and plan review preparation
- Planning support for George and coordination with the client service team
Sandra holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Chartered Financial Consultant® (ChFC®) and Chartered Mutual Fund Counselor℠ (CMFC®) designations.
She is a graduate of Penn State University, where she earned a degree in Electrical Engineering. Her analytical background, combined with her financial planning experience, allows her to approach each client's financial picture with precision, organization, and a practical problem-solving perspective.
Outside of work, Sandra enjoys traveling, reading, cooking, and spending time in nature. A lifelong animal lover, she holds a dog training certification and has volunteered with animal shelters, combining her love of dogs with a passion for helping animals in need.