About Us

About Sandi
I fell in love with small business at an early age. When I was young, my dad would take me into his office on Saturdays, and I would ride my tricycle while he worked to build his small manufacturing business. In my early twenties, I joined the family business to turn it around after an unscrupulous partner nearly bankrupted it. Together, we managed to not only bring the business back from the brink but to grow it from a regional into a national company.

Operating a business with my dad shaped who I am today and inspired me to become a financial advisor. I understand firsthand the difficulties and joys of running a business, and that experience helps me to serve my current clients better. Additionally, I earned my Certified Exit Planning Advisor® designation which allows me to offer exit-planning advice to my small business clients.

Becoming a financial advisor at Edward Jones has given me the opportunity to make a tangible impact on my clients’ lives. I serve a diverse group of smart, hard-working clients who understand the value of a financial advisor. Working together, we create strategies that focus on their priorities and needs. For many clients, I collaborate with their CPAs and estate attorneys to create a strategy that minimizes taxes and maximizes legacy.

I am a Charlotte native and now reside in the lovely city of Belmont. Within the community, I am a proud member of the Rotary Club of Gastonia, Gaston Business Association and the Professional Women’s Association. In my free time, I enjoy reading, kayaking and paddleboarding.