Sandy has 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers.
Registered States:
- AZ, CA, CO, FL, GA, IA, ID, IN, ME, MI, MN, MS, NE, NM, NV, NY, OH, OK, OR, TX, UT, WA, WI, WY
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Sandra R. Dalton is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.