Sandy and his team joined Wealthspire through the acquisition of ACG Wealth Management, where he served as President and CEO for more than 35 years.
As an advisor, he brings decades of concentrated experience in developing investment, wealth management, and retirement plan strategies for successful individuals, businesses, and endowments. He is deeply committed to putting clients first and ensuring transparency and trust in each relationship. A firm believer in collaboration, he also works closely with clients’ other advisors (i.e., CPAs, attorneys) to create a cohesive team of professionals with the common goal of securing clients’ financial futures.
Sandy earned a bachelor’s degree in finance from the University of North Carolina at Greensboro and holds both the Certified Financial Planner™ and Accredited Investment Fiduciary® designations. Active in his local community, he is a proud board member of the Cameron K. Gallagher Foundation and a contributor to the Massey Cancer Center and the Pauley Heart Center.
Outside of work, Sandy enjoys spending time with his wife and two sons, in addition to traveling, hiking, biking, boating, and skiing. He is also a high-performance driving instructor and amateur sports car racer.
“With money you can do great things, but it can sometimes be stressful. I get up every day excited about helping people create clarity around their goals so they know what their money is doing for them.”
Previous Experience
- President & CEO of ACG Wealth Management
Education & Credentials
- BS, University of North Carolina at Greensboro, Finance
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
