Sandy has 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers.
Registered States:
- AZ, CA, CO, FL, GA, IA, ID, IN, ME, MI, MN, MS, NE, NM, NV, NY, OH, OK, OR, TX, UT, WA, WI, WY
Contact Sandra R. Dalton
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Sandra R. Dalton is not employed by or affiliated with the Idaho Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.
Contact Sandra R. Dalton
Senior Vice President – Wealth Management
1161 West River Street
The Mallard Building, Suite 340
Boise, ID 83702
Phone: 208-947-2000
Toll Free: 888-844-7448
Fax: 855-258-2894
Service Area
