Sandy brings nearly 31 years of industry experience to the team. Over the past 17 years she has assisted and supervised a staff of 32 associates along with supporting a team of financial advisors and their clients. A few of Sandy's responsibilities include day-to-day client operations, transitioning new assets into Baird and establishing ongoing communication with clients. She shares the belief that each client's situation is unique and hope to help assist in fulfilling your financial goals.
Sandy resides in Strongsville with her husband Rick, where they enjoy walking and biking in the Metro Parks. She also helps coordinate events for the non-profit group Sister2Sister, which supports the Norma Herr Women’s Shelter. Sandy holds FINRA Series 7 and 63 licenses and also maintains life and health insurance licenses.