Sandra Amirtha

Client Relationship Associate

Sandra supports clients through day-to-day service, communication, account processing, and documentation. She focuses on providing organized, responsive support that helps clients and advisors navigate service needs efficiently.
With more than 18 years of experience in financial services, her background includes client service, business development, and advisor support roles at major financial institutions. Sandra earned a B.A. in Psychology from the University of Illinois Chicago and holds the Series 7 and Series 66 licenses.
Sandra entered financial services unexpectedly after taking a part-time position and discovering a career she wanted to pursue long-term. She values building relationships and helping clients feel supported through important financial processes. Her approach emphasizes responsiveness, accuracy, and dependable follow-through.
Outside of work, Sandra enjoys traveling with her family, reading, and thrifting for unique finds. She and her husband have visited 16 countries and enjoy sharing their love of travel with their children.