Sandi Stepp joined WealthSource Partners in January 2020 as our Transitions Manager with 25+ years experience in the Financial Industry. Prior to joining WealthSource, Sandi was VP, Administration for a Financial Services firm in Calabasas, CA. Sandi’s experience, enthusiasm and ability to multi-task plays an integral part in her ability to transition a Representative, their clients and accounts to WealthSource’s platform. Her organizational skills and project management help her create an easy workflow that results in quick and timely transitions. When Sandi is not in the middle of a transition, she is busy with assisting various teams within WealthSource.
Sandi lives in Ventura County, CA where she enjoys spending time outside of the office playing and doing home projects and crafts with her family and grandchildren.