Client Advisory

Biography

Sandy is a Senior Associate in the Santa Barbara office, where she is a member of the Wealth Management team. She provides hands on administrative and operational support to both clients and advisors.

Before joining Cerity Partners, Sandy built her experience over 11 years as a Client Services Associate at West Coast Financial. During this time, she developed an understanding of the industry and sharpened her skills to deliver tailored, personalized experiences for clients.

In her free time, Sandy enjoys going on exciting adventures with her family, diving into captivating books, and experimenting with new baking recipes.

Education

  • B.S. from California State University of Northridge

Highlights

  • Notary Public

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