In an ongoing effort to improve our level of service to you, we have made a significant addition to our business. We would like to introduce you to our new Administrative Consultant/Paraplanner at Bighorn Wealth Management, Sandra Levitsky. After an extensive search, we determined that Sandra’s expertise and skill set are a great addition to our team and planning process. In addition to taking over the daily administrative duties from Neisha, Sandra will be helping implement multiple organizational processes allowing us to better serve you. Welcome to the team Sandra!
Sandra lives in eastern Pennsylvania and enjoys the outdoors, traveling, cooking, and sharing precious time with family and friends. She is passionate about animals, has volunteered at animal shelters, and has obtained an ABC Certified Dog Trainer certification.
Sandra brings a myriad of experiences in the financial services industry.
- Graduated from Penn State University with a BS in Electrical Engineering
- Attended Wilkes University for Accounting and Economics
- Obtained various financial designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Mutual Fund Counselor (CMFC®)
- Currently obtaining Certified Financial Education Instructor (CFEI®) where her passion is to motivate, engage and empower young people to learn financial literacy