Private Client Wealth Strategist
Aldrich Wealth LP
- High net worth clients
- Private banking
- Series 7 and 66 licenses
- Health and life insurance licenses
Sandi joined Aldrich in 2019 and has 25 years of experience in private banking and working with high net worth clients who have complex family dynamics. Sandi is a longtime Oregonian, and is a valuable asset to her clients in the Willamette Valley.
Formerly a Senior Private Banker for Wells Fargo, Sandi has a wealth of experience advising high net worth clients and handling complex accounts as well as being a lending specialist. Prior to this, Sandi served as a Vice President and Senior Client Manager for the Private Client Services of Bank of America, where she supervised the design and implementation of the private client program.
Sandi is committed to forming meaningful relationships with her clients to develop a holistic understanding of their family needs and goals. Managing hundreds of family’s wealth, including investments, insurance, banking, lending, retirement, financial planning and advising on family trusts.
Sandi is passionate about staying actively engaged in her local community. She served on the Greater Albany School District as board member and chair for 12 years. Her worked included passing 2 bonds in that time and opening the first new school since 1977. She has been on the board for of the Salvation Army for 6 years and is currently serving as board chair.