An experienced investment professional for more than 30 years, Sandra focuses her business on holistic wealth management and planning for women. She helps women organize and understand their financial lives and guides them along a path toward their goals. Sandra wants women to be confident with their financial decisions and helps them to that end.
Formerly, Sandra spent 17 years gaining experience and training at Morgan Stanley Wealth Management. She is a graduate of Wheaton College with a Bachelor of Arts in Economics and is a Certified Financial Planner (CFP) ® and Certified Divorce Financial Analyst ®.
Sandra was a speaker at Wheaton College's inagural leadership institute discussing financial habits September 2026, spoke January 2026 for Beacon Hill Women's Forum Curiosity lab: Financial Wellness, speaker at P.O.E International Sisterhood (Philanthropic Educational Organization) about "Strengthening Your Financial Foundation" in September 2025, Beacon Hill Women's Forum on "Doing It My Way: Creating a Women Focused Business in a Male Dominated Industry April 2022. She was a panelist for the Society of Actuaries on their webinar Women: Longer Lives, Bigger Burdens in 2020. She presented on Financial Empowerment for Young Women in 2019, for a TEDxYouth talk. She has been featured in Barron's/MarketWatch, Boston Globe, Exhale Lifestyle and Money.
Sandra resides on Beacon Hill with her most valued assets: her husband, George, and son, Lachlan. She is an enthusiastic urban gardener and adventurous recipe explorer. She makes a concerted effort to find time to enjoy her friendships and volunteer in her community. Sandra was President of the Beacon Hill Garden Club 2024-2026, President of the Beacon Hill Women's Forum for the 2016-18 seasons, and also volunteered as Gala Chair in 2019, for the Beacon Hill Civic Association.