Sally is driven to the details – both financial and personal – so that she can provide each client with a high level of service. Combined with caring and compassion, she helps ensure clients achieve their goals. In addition to being Advus’ chief compliance officer, Sally, as a CFP®, oversees the financial planning process for the firm and its clients. She also consults with many clients in her role as investment advisor. With 30 years in the financial field, Sally has extensive knowledge in many areas, including relationship management and consulting, financial planning and compliance. She has worked with LAMCO Advisory Services, Inc. (now Advus) for more than 20 years. Sally received a B