“Action without vision is only passing time, vision without action is merely day-dreaming but vision with action can change the world.”
– Nelson Mandela

Sandra Jones, CFP®, CIMA®

Financial Planner

Sandra enjoys learning about each client’s unique situation and crafting a plan that maximizes their existing and potential resources.  She values being part of a team that’s dedicated fully to their clients’ best interest – where knowledge and experience are shared for the benefit of all clients.

The appeal of working with numbers and learning about investments led Sandra to the trust industry in the early 90s when she joined Bank of America. After obtaining her CFP she managed investments, trusts, and endowments with Perkins Coie Trust Company, Mellon Financial (now BNY Mellon), The Trust Company of Washington, and Bank of America.

Sandra is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst®. She has a Bachelor of Business Administration with a concentration in Accounting from the University of Washington. She’s also a member of the Financial Planning Association of Puget Sound, and an active board member with the Consumer Education & Training Services (CENTS), currently serving as President of the board.

Sandra stays active by running regularly and St. Edwards is one of her favorite places to hit the trail.  She continues to work on her golf game, a passion she shares with her husband and grown kids. Yoga, listening to live music, boating, and crabbing in the San Juan Islands are among her favorite things to do.

Sandra does planning for many clients at the Journey level.