Sandy is a Private Wealth Client Associate with the Schwinck Private Wealth Team at Ashton Thomas. Sandy is based in the Colorado Springs office and oversees the operations for the Cherry Creek (Denver) office, as well. She delivers white-glove, personalized service by ensuring the operational needs of the team’s clients are completed efficiently and in a timely manner.
Prior to joining Ashton Thomas, Sandy served in a similar role with Wells Fargo Advisors and has been in the financial services industry for 23 years. She was integral in Forbes naming the team a 2023 Best-in-State Team.1
“Because our clients are the focal point of what we do every day,” states the team’s Managing Wealth Advisor, Karl Schwinck, “Sandy is a crucial part of our success and our ability to consistently meet and exceed our client’s expectations. She is not only a terrific client service representative, she is also a wonderful human being and we are fortunate to have her as part of our team!”
The Schwinck Private Wealth Team is led by Karl. In addition to Sandy, the team also includes John McCloskey (Senior Wealth Advisor), Cade Hammarquist (Wealth Advisor), and Tiffany Shorkey (Private Wealth Marketing Associate).
A Minnesota native, Sandy has lived in Colorado since 1982. She and her husband, Ray, have two children and four grandchildren who keep them very busy, particularly running between youth sporting events to cheer them on. Sandy also enjoys doing cross-stitch and researching her family genealogy, which she has been able to trace back to the 1600s.
1. https://www.forbes.com/companies/the-karl-schwinck-team-of-wells-fargo-advisors/?list=wealth-management-teams-best-in-state&sh=385ca19c16f5; Methodology: https://www.forbes.com/sites/rjshook/2023/01/12/methodology-best-in-state-wealth-management-teams-2023/?sh=4820741b598d