Greta Sandy

Greta Sandy is a Senior Advisor who has been with the firm since 2022. Having transitioned from another profession, Greta was drawn to financial planning because of its unique balance between personal connection and analytical thinking. When working with clients, she prioritizes listening closely to what matters most to each individual. With that information as the foundation, she aims to thoughtfully design strategies that can support their goals. Through it all, what Greta finds most rewarding is helping clients feel heard, informed, and grounded in their financial plan.

Before beginning her career in wealth management with the firm, Greta gained experience in various industries, including real estate, technology startups, recruiting, and retail. This diverse background enhanced her ability to communicate effectively, adapt to rapidly changing environments, and understand the real-world challenges individuals encounter when making important decisions. It also reinforced Greta’s client-first mindset and attention to detail while teaching her to approach financial planning with both strategic insight and a strong emphasis on service.

In addition to her role at the firm, Greta is a classically trained singer. She has performed in operas, elite choral groups, a cover band, and various musical showcases in Birmingham. Outside of work, Greta enjoys hiking, traveling, reading, baking, and spending time with her husband, their cat, and their families.