Financial Planning Magazine
April 20, 2018- Sandy is quoted in an article in Financial Planning Magazine regarding free NAPFA memberships for new CFPs.
Barron's Top Independent Advisors Summit 2018
March 2018- Sandy is extended an invitation and attends Barron's Top Independent Advisors Summit in Orlando, Florida.
API 20th Anniversary
The API girls out celebrating API's 20th anniversary. We couldn't do it without our wonderful clients!
From left to right: Carol, Joanne, Sandy (Top), Erin, Samantha and Melani
TD Ameritrade National LINC Conference 2018
January 2018- Sandy attends the TD Ameritrade National Elite LINC Conference in Orlando, Florida.
