Our Newsletters
Sandi Hegeman's Newsletter
With years of experience and a passion for personalized service, Sandi brings financial wisdom that speaks to every stage of life. From business owners to families, her insights will guide you through life’s biggest financial decisions.
Delaney's McCoy's Newsletter
Discover practical financial strategies with Delaney’s newsletter—designed to simplify complex topics and help you take control of your financial future with clarity and confidence. Her fresh, relatable approach helps navigate finances with confidence and clarity.
Sandi Hegeman, AIF®
Financial Advisor
Sandi's professional accreditations include holding Life and Health Insurance licenses, Series 7 registrationthrough LPL Financial, and Series 66 registration through Strategic Financial Concepts, LLC and LPL Financial. She has earned...
Delaney McCoy, CFP®
Financial Advisor
Delaney McCoy is passionate about helping people feel confident in their financial decisions and clear about their future. She believes financial planning isn’t just about numbers. It’s about creating a life that aligns with what matters...
Karla Hanson
Administrative Assistant