RVP, Wealth Advisor
Sandee joined Mercer Advisors in April 2021 as a Wealth Advisor. Holding aSeries66 securities license and insurance licenses, allows Sandee to provide financial and investment advice as a fiduciary advisor with full transparency doing what is in the best interest of her clients. Sandee graduated from the University of San Diego with a Bachelors of Business Administration with emphases in finance and marketing.
Sandee loves her clients and utilizes a holistic approach to retirement planning; Plans focus on income planning, investment management, tax optimization planning, health and long-term care planning and estate planning while realizing that “Life Happens.”
When Sandee is not working, she enjoys spending time with family & friends and actively supports many local youth sporting and non-profit organizations.