Sandra Levitsky, CFP®, ChFC®, CMFC®

Sandra is an experienced paraplanner who works alongside Mark providing our clients with thoughtful and comprehensive financial planning guidance.

Sandra holds the(CFP®) certification as well as the (ChFC®) and (CMFC®) designations. She is a graduate of Penn State University, where she earned a degree in Electrical Engineering. Her analytical background, combined with her financial planning experience, allows her to approach each client’s financial picture with precision, organization, and a practical problem-solving perspective.

Outside of work, Sandra enjoys traveling, reading, cooking, and spending time in nature. A lifelong animal lover, she holds a dog training certification and has volunteered with animal shelters, combining her love of dogs with a passion for helping animals in need.