Certified Financial Planner TM

Sandy offers LGBTQ+ friendly personal financial planning. She spends time getting to know you to build a relaxed, yet professional relationship. CPA, CFP®, ADPA® designation. Call today (214) 500-6385

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including