Sandy Risgaard

CFP®, MBA
Senior Manager - Investment Advisor
P: 920-996-1139

Expertise

Sandy helps clients identify and implement investment plans that meet their objectives and delivers exceptional client service. With her strong analytical background, she has evaluated a lengthy list of investment products on both a quantitative and qualitative basis. Sandy has nearly 20 years of experience working with a wide variety of clients including individuals, institutions and small to medium businesses.

Prior to joining Schenck, Sandy spent nearly a decade with a registered investment advisory firm in the Madison area, and was employed most recently with a mutual fund company in St. Petersburg, Florida.

Education

University of Phoenix, MBA

Miami University, BA, International Studies

Certifications

  • Certified Financial Planner™

Community involvement

  • St. Elizabeth Foundation, Finance Committee
Sandy Risgaard's Recent Articles View all

See how easily you can plan for retirement

Picture this: swinging in the hammock as you start your day with a steaming cup of coffee—or, perhaps, getting in a quick swim before you hit the golf course. What will your retirement look like? How much do you need to save to enjoy it comfortably? Planning for retirement doesn’t have to be anxiety inducing. It’s a little like preparing for a road trip.

Read More

Contact Us

Submit