Sandy is a financial professional whose focus is to provide excellent customer service and financial education to meet the retirement needs of those who serve and build our communities – educators and staff in our public schools, as well as employees of non-profit and for-profit organizations via 403(b), 457(b), or 401(k) group retirement plans.
Sandy’s personalized approach helps clients to easily understand all the choices they are faced with, including how to navigate the Florida Retirement System (FRS). She offers them the information and confidence they need to seamlessly transition from their employer plan to their own investments, to create the retirement of their dreams.
Sandy is devoted to building long-term relationships with her clients and community. Her mission is to educate individuals and business owners, so they can make well-informed decisions as it relates to their unique situation. She helps her clients identify and prioritize their goals, offering strategic guidance specific to their needs, and then establishing a plan that works best for them.
Sandy has earned her FINRA Series 7 securities registration and her Life/Long-term Care, Accident, and Health insurance licenses. Sandy is very involved in supporting area schools with her time and treasure. She is active in her community and enjoys serving on the hospitality team of Church at Viera. Sandy is married to Richard Myers, a recently retired leader in the education community of Brevard County. When Sandy is not serving clients, she enjoys spending quality time with her growing family, which includes four adult children, their loved ones, and precious grandchildren.