Insightful Wealth Group

Sandy has nine years of industry experience, and has completed the the Conduct and Practices Handbook Course and the Registered Representative Training Program.  She previously was our Licensed Administrator, however over the years her role has evolved to become more focused on programs and projects that benefit our clients.  Her financial industry knowledge, combined with writing and graphic skills contribute to our workshops, informational mailings, and most recently our website.

Sandy enjoys spending time with family and friends.  Her hobbies include volleyball, golf, tennis, photography, travel, horticulture, and reading.  She continues to upgrade her skills and knowledge through a commitment to life-long learning.

Some of the key programs and projects Sandy works on include:

• Workshops
• Special events
• Website maintenance and updates
• Informational mailings