
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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How to Build a Philanthropic Mission Statement That Reflects Your Focus
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways in which you’d like to…
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Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…
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Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…