Office Location:
20212 Zion Avenue
Cornelius, NC 28031
Sandi spent 10 years in the banking industry before joining Consolidated Planning in 1995. In 2002, she expanded her services to include property and casualty insurance thereby creating her own independent financial services firm, Lapis Financial Strategies,Inc.
Sandi specializes in a holistic planning approach that includes educating her clients on financial strategies that help them to achieve their goals and dreams. Her clients learn not only the most efficient ways to accumulate money but how to distribute it wisely for things that mean the most to them and how to preserve it for generations to come.
Sandi and her husband Jake live on Lake Norman and enjoy boating, and spending time with family and friends. She is an active member of the Lake Norman Chapter of Toastmasters, and is President-Elect of the Rotary Club of North Mecklenburg County.
Registered Representative and Financial Advisor of Park Avenue Securities Financial Representative of Guardian. AR Insurance License # 2421777.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
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2022-147105 Exp 12/24
