Director of Client Services
Sandra has worked in the financial industry for 25 years beginning with Banking and including Private Wealth Management. As Director of Client Services, Sandra assists our team to stay organized and efficient, while also ensuring our clients’ satisfaction. Her experience has given her a robust knowledge of various investment products, trading, and compliance.
A skillful problem-solver, Sandra is a tremendous resource for all operational questions and issues, drawing upon her deep knowledge of the financial industry to access the best solution for each situation. You can always feel confident in contacting Sandra with any issue and concern. Working closely with our team, she serves the needs of our clients with a friendly disposition and an exceptional ability to make clients feel like they are the most important person of all.
She is a lifetime resident of Yakima and has been married for 23 years to her husband Nathan, who together love to vacation near the beach. Sandra is an active volunteer for the Watchtower Bible and Tract Society assisting in mentoring others in the community.
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Advisory services offered through Surience Private Wealth LLC, a registered investment advisor.