Experience:
Sandra consults with small- and medium-sized companies on Employee Benefits Planning as well as holds a Registered Representative examination through LPL Financial. She annually reviews all of Moneco clients’ health, life, disability, and 401(k) plans. Every year, she implements and oversees extensive benefit plan reviews to address their viability and competitiveness in the current markets. She also offers employee educational meetings to provide individual recommendations and guidance with regard to how benefit plans can coordinate with personal plans.