Sandy Wetzel, CPA
Client Services Relationship Manager
Sandy joined Sinnott Wealth Management in 2008 as our client services relationship manager. In addition to financial planning, Sandy provides tax planning services to our clients.
Sandy has also been helping companies evaluate and improve their 401K plans. A strong proponent of financial education, she has created a niche for herself by helping women become more knowledgeable about their finances. She believes that every woman with the proper information can develop the skills that they need to handle their financial affairs successfully.
Sandy received her Bachelor’s Degree and Master’s Degree in Accounting from Pace University in 1991. Since then, she has worked in public accounting for Arthur Andersen & Co., with a concentration in audit and has also worked for several Fortune 500 companies in their corporate accounting departments. She earned the professional designation of Certified Public Accountant (CPA) in 1995. Sandy is an active member of the New York State Society of Certified Public Accountants and she currently holds the Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Exam) licenses.
Sandy lives in Carmel, New York. When she’s not at work, Sandy enjoys spending time with her family and travelling.