The friendly voice you hear on the phone and the smiling face you see when you walk into our office is Sondra. She’s been with the firm since 2004, so it’s very likely she’ll also call you by name when you walk in. She is our Director of Operations and her expertise in technology means that she’s the one who will help you in getting set up for electronic statements and account reports. She is also a fountain of information on everything from Windows error messages to Twitter etiquette. In addition, she troubleshoots client service issues and keeps us all compliant with changing regulations. Sondra obtained her Series 6 Securities License in 2006.
Away from the office, Sondra enjoys spending time with her family, DIY projects, four wheeling and most anything related to the great outdoors! Sondra is also a member of CrossPoint Church of the Assemblies of God where she serves in many areas.