Sandra M Maynard

Sandra M. Maynard

Principal Managing Partner

Specialties: Life Changes | Wealth Management | Retirement Planning

For more than 30 years, Sandie Maynard has helped individuals and families navigate important financial decisions with clarity, confidence, and perspective. Her passion for financial planning began early in her career as a Probate Distribution Specialist, where she saw firsthand how the planning decisions people make today can profoundly affect their lives later. That experience inspired her to help people take action while they have the opportunity to shape their own financial future.

Throughout her career, Sandie has remained committed to helping clients prepare thoughtfully for life’s transitions and make decisions that reflect what matters most to them. In 2006, she was honored with the Buddy H. Zais Award for “Service and Unselfish Devotion” to the financial management industry, recognizing her dedication and commitment to the profession.

Sandie is particularly passionate about helping women navigate significant life changes and move forward with confidence and grace. She strives to create a sense of calm and clarity for her clients, providing a trusted perspective as they evaluate their options, define their priorities, and make important decisions about their financial future.

For Sandie, the most meaningful part of her work is helping clients feel empowered and confident in their financial decisions, particularly during times of change.

Outside of the office, Sandie enjoys spending time with her two adult sons, reading, scrapbooking, making cards, and golfing.