Keir has more than 25 years of experience in the wealth management industry, last serving as Regional Sales Manager for Kades-Margolis Corp. in Wayne, Pennsylvania. In addition to being certified as a financial planner, she holds the Chartered Retirement Planning Counselor (CRPC) and Certified in Long-Term Care (CLTC) designations.
Born and raised in Duluth, Minnesota, Keir earned her Bachelor of Arts in Political Science from the University of Minnesota in Minneapolis. She lived in Sarasota for 15 years before moving to Pennsylvania in 2009, splitting her time between Sarasota and Pittsburgh.
“Sandy believes in our firm’s purpose of improving and enhancing our client’s quality of life,” said Rick Helbing, founder of Suncoast Advisory Group. “We are very fortunate that she decided to join our team."
"I am honored to join an established firm with a long tradition of helping people pursue financial security," Keir said. "Rick Helbing and I share important core values in our approach to wealth management and client service. I love the firm’s discovery process to identify clients' Behavioral DNA, which shows us how they uniquely respond to life and financial events. Furthermore, Suncoast Advisory Group doesn't make any recommendations before it designs a personalized financial plan. If you don't know your destination, how can you get there? Finally, Suncoast Advisory Group is very progressive and uses a variety of social media sites to reach clients and keep them informed about important financial and economic events."
Keir is a member of the Sunrise Chapter of the American Businesswomen's Association, the Sarasota Chapter of the National Association of Professional Women, the University of Minnesota Alumni Association, the Sarasota Ballet Association, and the Women's Leadership Council of the Allegheny County United Way in Pittsburgh.
About Suncoast Advisory Group:
Established in Sarasota, Florida in 1988, Suncoast Advisory Group provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Suncoast Advisory Group enjoys a national reputation in crafting plans for physicians, dentists, and family-owned businesses. Website: www.suncoastadvisorygroup.com.