Sandi holds her Life and Health Insurance licenses along with her Series 7 registration held through LPL Financial and Series 66 registration held with Strategic Financial Concepts, LLC and LPL Financial. She has been a featured speaker on social security and assisted advisors in this area. She was invited to attend an alternative investment workshop along with the top advisors in the field.
Sandi has spend her career dedicated to helping people. She puts her faith and family at the top of her lists. She lives in the country with her husband, three kids and many animals.... mostly chickens.
“I really like numbers, but I like people even more. I think financial planning is like working on a puzzle. The smaller the pieces…the more fun it is. So, bring on your 5,000 pieces. I grew up in a small town in Oklahoma, and I learned most financial principles from my grandpa’s farm table and wheat fields. I graduated from the University of Oklahoma, earning a Bachelor of Science degree with honors in Nursing. I spent over 15 years as a labor & delivery nurse before joining with Joel Swinehart and the NFA Wealth Management team in 2015 as a financial advisor. I had never dreamed about being a financial advisor, but it is a dream come true. I love this job! I love helping people! Their success is my mission.”
Licensed in the following states: Oklahoma, Texas