Sandi Stratford
Client Service Specialist
As the Client Service Specialist, Sandi focuses on the client relationship experience and provides portfolio administration, which includes providing clients with account assistance, such as requests for funds, balances, standing instructions and any other account administrative services. She has worked in the financial industry since 1995 and previously worked at Financial & Estate Planning International.
Outside of my professional career I am passionate about:
Outside of my professional career I am passionate about spending time with my kids and three granddaughters.
What drew you to the wealth management industry?
I started working for a broker dealer 20 years ago. I find the financial industry a challenging and interesting industry. There’s always something new to learn.
What is the most rewarding part of being a BFSG Team Member?
The most rewarding part of being a BFSG team member is engaging with and working with clients.
What’s your favorite travel destination?
My favorite travel destination is Austria and Switzerland.