Schedule a Meeting with Sandra
I believe the best financial planning relationships are built on trust, clarity, and long-term partnership.
Raised just outside of Baltimore, I still carry a bit of East Coast directness with me. While I deeply miss the Chesapeake Bay and Maryland blue crabs (I’m pretty sure I learned to pick crabs before I could talk), I’ve loved building a life in the Southwest shaped by the outdoors, adventure, and an ever-deepening appreciation for its people, beauty, history, and geology.
My path into finance was unconventional. Before entering the financial industry, I earned a degree in Anthropology from the University of Maryland, worked professionally as a field archaeologist for five years — fulfilling a childhood dream — and later completed my Master’s degree in Geology at the University of Tennessee. That background shaped the way I approach advisory work today: analytically, thoughtfully, and with genuine curiosity about people and the lives they’re building.
After seven years in mortgage finance, I transitioned into personal financial advising in 2011 and opened my own branch office in Tucson in 2014. With more than 20 years of experience in the financial industry, I bring a thoughtful highly personalized approach to helping clients navigate complexity, plan intentionally and align their financial decisions with the lives they want to build.
Today, I work with clients navigating wealth, retirement, business ownership, and major life transitions through a highly personalized planning approach designed around long-term goals rather than one-size-fits-all solutions. Many of my clients have remained with me throughout nearly my entire advisory career, and much of my practice has grown through longstanding relationships and referrals from clients and professional partners.
Outside the office, I’m usually spending time with family and friends — whether that’s exploring the trails of Southern Arizona, playing pickleball, planning the next adventure, or cheering on the University of Arizona Wildcats women's basketball team. Somewhere along the way, I’m also hoping to hike every passage of the Arizona Trail.
And if our paths happen to cross along the way, please say hello — especially if you know where to find proper crab cakes in Arizona.