Sandra provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Sandra uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Sandra monitors its performance on an ongoing basis, and makes any adjustments as needed.

Sandra holds her CRPC certifi cation. In 2017 Sandra was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors*. Sandra is a Chartered Retirement Planning Counselor® (CRPC®), and a Registered Financial Consultant® – (RFC®). She is a graduate of the University of New Haven where she received her MBA. Sandra serves her community by volunteering at many non-profi t organizations in the Danbury area.

Sandra’s FINRA registrations held with LPL Financial:

SERIES 7, SERIES 66, LIFE & HEALTH