Sandy joined Clarfeld in 2002 and is a Senior Tax Advisor. She earned a master's degree in taxation and is a Certified Public Accountant.
Sandy has more than 25 years of experience in the financial industry.
She provides accounting, tax, and advisory services to family-owned businesses, foundations, and individuals. Her focus is on intergenerational tax and wealth management, helping clients with their retirement, as well as estate and gift tax planning considerations. For businesses, she determines entity structure.
Sandy lives in Westchester County, N.Y. She enjoys traveling, cooking, and hiking, and is also a devoted animal lover.