Broker Check

Our Values

Our Values

At White Owl Financial Advisors, we recognize that personal finances are fundamental to people's hopes, dreams, fears, and emotions. White Owl's vision is to enhance the trajectory of our clients' lives by facilitating a financial strategy to turn dreams into reality. We help our clients approach the often daunting financial planning process by breaking it down into manageable steps using our proven multi-phase approach.

Sandra specializes in comprehensive financial planning for individuals and small business owners. In addition, Sandra is passionate about sharing her expertise to impact her community positively. She is currently involved in the following organizations and events:  

· Raleigh Chamber of Commerce Women's Leadership Conference

· Girls on the Run Board of Directors, serving as Treasurer and Finance Committee Chair

· WakeMed Diversity, Equity, Inclusion (DEI) Strategic Task Force

White Owl Financial Advisors values our relationships with our clients, providing concierge service to create options and strategies best suited for each client's needs.