High net worth individuals and small business owners trust Sandy for both financial and retirement planning because her work gives them a sense of security. Working closely with clients’ financial and legal advisors, she recommends strategic tax planning opportunities to secure and grow their wealth.

Sandy and Tony have two wonderful children adopted from Guatemala and five dogs. Her older daughter is currently in Texas studying Ministry and her younger daughter is a sophomore at Clemson University. The dogs, two French Bulldogs, a Beagle, a Shepsky and a Chihuahua mix, get lots of love too! The rich culture of arts and humanities are one of many reasons why Sandy feels at home in the upstate of South Carolina. She loves all things Ted Lasso. Her throw-back loves are The X Files and the band, Queen.

Sandy was born in Tampa, Florida. Her family moved back to South Carolina when she was a child so she could grow up closer to extended family. She grew up on the Eastside of Greenville, where she was a dancer and dance instructor. Her first exposure to bookkeeping was in high school. She chose to study accounting at Presbyterian College then worked as an internal audit trainee for Winn-Dixie. Transitioning to public accounting, she joined the tax department at one of the largest regional accounting firms in South Carolina, where she stayed for nearly fifteen years. Her youthful interest in dance and theater led her to work in the arts community in Greenville and to serve on the board of the Metropolitan Arts Council for many years. She is also heavily involved in her Church as well as a few small Christian non profits. She joined BGC in 2007 and became a partner at BGC 2011.