Meet The Team

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Sandra Nelson


Sandy Nelson has been in the financial industry for 29 years; first as an independent financial planner and then spent 11 years as an investment executive with two large corporate banks.  Much of this time was spent assisting customers define financial goals and customizing financial strategies.

In 2006, she was recruited by Fifth Third Bank and Fifth Third Securities to manage one of their banking branches handling a dual role of bank manager while still offering investment solutions until her retirement in 2017.

Currently holds a Series 63, Series 6 and 7 Licenses as well as Life/Health Insurance License.