SANDRA T. HARRELL, CFP

Advisor Representative

Sandra is a Certified Financial Planner professional with 20 years of financial advisory experience.  Servicing multiple generations, I bring a wealth of wisdom to our team. To best prepare a financial plan, I believe in the importance of dedicating time towards gaining a holistic view of one’s life goals. I strive to determine the most appropriate financial vehicles and strategies by working closely with your team of investment advisors, CPAs, attorneys, and other professionals. I love to see my clients’ plans go from idea to implementation and the rewards inherent in reaching one’s goals.  I believe in building lasting relationships, serving my community, and expressing daily gratitude.

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