SANDY WORNER, CFP®, CPA
Vice President, Director of Financial Planning
Team Member since 2003
Sandy Worner has a reputation for being genuine and having her clients’ best interests at heart. She helps busy and successful people manage their wealth by providing financial planning services. She does this by taking a comprehensive look at all assets and income sources to develop a plan to achieve the client’s long-term and short-term financial goals. Sandy brings 30+ years’ experience as a CPA, focusing on personal financial planning for the last 17 years, and has a designation in CFP®. She acquired her Master of Business Administration from Northwood University and her Bachelor of Science in Accounting from the University of Illinois (magna cum laude). Sandy is also a graduate of both Leadership Saginaw and the 1000 Leaders Initiative. She is a member of the Michigan Association of CPAs and a former board member and treasurer of the Freeland Community School District. She was also on the fund development committee and governance committee for the Saginaw Children’s Zoo. She formerly served on the finance committee for Midland Shelterhouse and the change team for Saginaw United Way.