- Accredited Portfolio Management AdvisorSM (APMA®)
- Chartered Mutual Fund CounselorSM (CMFC®)
- FINRA Series 6 Registration
"Problem-solving means taking the reigns."
Account reconciliation, statements, report analytics and more. Sandi makes sure that every task that requires checking is on time, accurate and in the client's hands. She's a master at collaborating to get the job done, including assisting Capital Advisor's analysts in reviewing investment updates and writing fund reports, as well as tackling trades behind-the-scenes.
"Learning is a constant."
After more than 16 years at Capital Advisors, Sandi has seen tremendous change in the marketplace – but one thing has remained constant: her company's desire to help associates grow. She started as a receptionist, and quickly began taking on more complex tasks while also working to earn her financial designations. In her current role, she enjoys going behind the cut-and-dry answers to make sure the client's needs are fully addressed.
"You have to run a tight ship."
As the mom of five boys – including a Marine – Sandi knows the power of organization. Whether she's helping her school-aged sons juggle sports, completing coursework or getting a client what they need, Sandi approaches life and work with not only a disciplined eye, but also a creative point-of-view.