
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
Associate Advisor
Duke Mooney
Client Service Manager
Ashley Stokes
Client Service Manager
Cole Holloway
Intern
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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The Vacation Home: More Than A Property
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlike any other asset. They often…
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Courageous Citizenship and Finding Common Ground
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic discourse. As political polarization in…
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Monthly Recap – February 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling…