Everland Sandry Team
Your Life. Your Wealth. Your Team
Managing your professional and personal life isn’t easy, especially as your financial picture keeps getting more complex. When everything seems to be moving fast, you want to focus on what matters most instead of trying to juggle everything at once.
We get it. The Everland Sandry Team provides wealth counsel that’s nimble, responsive, and uniquely tailored to each client. We’re not afraid to get our hands dirty in the details, and we handle a plan’s execution, so you know someone’s got your back, freeing you to focus on your priorities, your interests, and your passions.
Team Members
Valerie Mizell
Operations Manager
Rafe Kinder
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Early Thoughts: What to Make of DeepSeek’s Disruption
by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day…
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Executive Decisions: How to balance stock options and cash compensation when negotiating salary
As you ascend the corporate ladder or evaluate new opportunities elsewhere, the complexity of your compensation package increases—and the terms…
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Admiral James Stavridis: Thoughts on Geopolitics and Leadership
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…