Sandra M., CFP®

President, CEO & Financial Advisor

“I joined Vanderbilt to be in a firm that aligns with my values of impact-investing. I enjoy serving those around me and will continue doing that here.”

Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra, CFP®.

Sandra has over 30 years of experience in the financial services industry. Her previous firm was Cetera Advisors LLC., and she joined Vanderbilt because she was looking for an ESG/SRI-focused firm. Sandra’s areas of focus are life transitions, financial planning, retirement planning or “living the dream”, and many more. Sandra loves empowering people to create and achieve their financial goals, growing their financial knowledge and assets, and leading people through transitions and struggles to live and enjoy their dreams.

“I joined Vanderbilt to be in a firm that aligns with my values of impact-investing. I enjoy serving those around me and will continue doing that here.”

“Sandra will fit right into our culture of being an impact-focused firm. She shares the values of True G.R.I.T.T. and serving those around her. We are excited to have her!” – Joe Trifiletti, President

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