Sandi Chapman has 25 years of experience within the financial services industry. Recently joining Transform Wealth as a Senior Financial Advisor, she brings a wealth of knowledge and experience in managing individuals, families, organizations, and endowments’ investment portfolios. She enjoys taking a financial planning approach initially, so that she can fully understand a client’s particular situation, overall financial picture, and long-term goals. By customizing her approach, it allows her to tailor an investment strategy for each individual client’s situation, and prioritize what is most important to them. Her emphasis on building relationships through active listening and building t