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 trust has served her well in working with many individuals, as well as their families over time, and through various stages of their lives. She believes in active management, and adding value by being disciplined, and proactive in an ever-evolving financial environment.
She began her career in financial services in 1992 working for Oppenheimer Funds. Most of her career has been spent with Charles Schwab & Co., where she worked full time, while attending school at the University of Colorado at Denver for Finance. On top of that, she earned her Chartered Financial Analyst (CFA) designation in 2001. During her career at Schwab, she was instrumental in their evolution into advice for individual investors, and helped pioneer Schwab Private Client in 2002. For a period of time, she was fortunate enough to be a stay-at-home mom, where she managed her own portfolio for income, and owned a photography business. More recently, she worked for BOK Financial as a Senior Wealth Advisor for approximately 4 years, and is now embarking on an exciting opportunity with Transform Wealth.
Sandi was recently engaged, and is excited to have her fiancé, Ryan, and his daughter, Avery become part of her family! Sandi’s oldest daughter is Sarah, who is now attending the University of Denver on a merit scholarship, as well as being part of the DU Figure Skating Team. Her younger daughter, Missy, is currently in high school, and is busy as an All-Star Cheerleader. They recently moved to Conifer, in a home her fiancé built, and are enjoying being part of the small mountain community! Sandi is a native Coloradan, likes to travel, play golf, and spend time with family and friends. She has two adorable dogs, Daisy and Boo, that she likes to spend time with as well. She currently is part of the Governance Council for Project Angel Heart, a wonderful non-profit that provides medically-tailored meals to Coloradans dealing with life-threatening illnesses.