Sandi Stepp, Vice President of Advisor Transitions, joined WealthSource in January 2020. She provides the firm with over 25 years of experience in the financial industry. Before joining WealthSource, Sandi served as the VP of Administration for a financial services firm in Calabasas, CA.
Sandi's extensive experience, enthusiasm, and ability to multitask are integral to her role. She focuses on providing personalized service which includes prompt and effective communication. Sandi is diligent to keep both clients and advisors a top priority during transitions. Her ability to organize, manage, and prioritize during complex situations is invaluable. You can be confident that Sandi's tenure in financial services serves as proof that she continues to provide excellence in her work.
With Sandi's leadership, our team will keep you informed. This includes how WealthSource is working to uncover opportunities for you.
Sandi resides in Ventura County, CA. She enjoys spending her free time engaging in recreational activities. Some of her favorites are home projects and crafts with her family and grandchildren.