Client Services Associate
Sandy joined APD Wealth Management in September 2018. She schedules appointments, opens accounts and handles ongoing client requests. She ensures that all documents are in proper order and follows projects from start to finish.
Prior to working with us Sandy spent 15 years in the financial services industry. After taking a few years off to stay at home with her children, she is back to work. Sandy graduated from St Cloud State University with a Bachelor of Science in Finance. She holds FINRA series 7 and 66 securities registrations through LPL Financial.
Outside of work, Sandy enjoys spending time with her husband and two children. She likes to travel and keeps very busy with her kids' many activities.