Client Services and Policy Administrator
Sondra’s commitment to putting Investor Preferred's advisor clients first is backed by more than 23 years of client service experience. As the firm collaborates with advisors to create custom, tax-efficient strategies for their clients, Sondra provides the high-touch support that drives Investors Preferred’s reputation as an exceptional partner.
She joined Investors Preferred in 2022, during a time of continued growth for the firm, to enhance the team’s ability to provide unparalleled service, be nimble, and act quickly.
Her experience includes 16 years in financial services with Charles Schwab, where she was the primary liaison to 63 investment advisory firms across the U.S.
Client Service Experience:
480-530-0960 | email