Sandy is our Marketing and Administrative Assistant. She is the link between you and your advisor. Sandy greets you when you call or visit our office. She filters queries to the correct person in the office and resolves concerns or requests in a timely and professional manner. Sandy works on our marketing campaign to help grow our business, handles our scheduling, client information data and oversees compliance regulations.

Sandy started with our firm in 2009 and brings a great deal of professionalism to the office. Her many years of work experience in the administrative arena bring a great mix of experience to our firm. Sandy comes to us with a strong background in management and marketing. She graduated Idaho State University in 2007 with an A.A.S. in Business Marketing and a secondary degree, A.A.S. Business Management. While attending ISU she also served as the Western Region Vice President for Delta Epsilon Chi, the college division of DECA, Inc. which she talks about with much pride and love for the organization. She is furthering her degrees at Weber State University this Spring where she will be feverishly working toward an MBA.

In her spare time Sandy enjoys ballroom dancing, taking care of her tri color Paint horse, Annie, and performing in musical theater. Last spring Sandy finished her first children’s book and is working with an illustrator before submitting it to publication. She enjoys the creative side of writing but has always struggled with the technical side of it.