Sandi has spent her career dedicated to helping people. She has a genuine enthusiasm for helping others succeed. She thoroughly enjoys the process of fitting the pieces of the
financial puzzle together, no matter how complex they may be.
Sandi’s dedication to her clients goes beyond just solving the puzzle – with a deep-rooted belief in the importance of faith, family, and community, Sandi brings a unique perspective to her role as a financial advisor.
“I grew up in a small town in Oklahoma, and I learned most financial principles from my grandpa’s farm table and wheat fields. I graduated from The University of Oklahoma, earning a Bachelor of Science degree with honors in Nursing. I spent over 15 years as a labor and delivery nurse before joining with Joel Swinehart and the NFA Wealth Management team in 2015 as a financial advisor. I had never dreamed about being a financial advisor, but it is a dream come true. I love this job! I love helping people! Their success is my mission!” -SH
Sandi’s expertise extends far beyond the technicalities of financial planning. Holding multiple licenses and registrations,
including her Life and Health Insurance licenses, Series 7 registration held through LPL Financial, and Series 66 registration held with Strategic Financial Concepts, LLC and LPL
Financial, she is well-equipped to provide comprehensive guidance. Additionally, her attendance at numerous workshops on investment management, business retirement plans, and alternative investments, along with her involvement as a featured speaker on Social Security, showcases her commitment to
staying current and sharing her knowledge with others in the industry.
Sandi has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Sandi enjoys life in the country with her husband and three kids. She loves serving at church and on mission trips, sunshine,
reading, and worship music.