Sandy oversees the compliance program for Collaborative Wealth.  Her responsibilities include implementing and maintaining all aspects of the firm’s compliance program and keeping abreast of regulatory trends and updates that may affect Collaborative Wealth and its clients.

Her previous work experience includes Director of Client Service for Collaborative Wealth where she oversaw all aspects of client service for over 13 years.  She has over 20 years of experience in the banking and financial services industries.  Sandy graduated from the University of Central Florida with a Bachelor of Science in Business Administration in Finance.  She is a CERTIFIED FINANCIAL PLANNER™ certificant and has her Series 7 and Series 24 licenses held at LPL Financial.