Sandra Swiantek
Sandra Swiantek
Senior Consultant
Sandra Swiantek joined EagleStone Retirement Services in January 2022. As a Senior Consultant, Sandra acts as a Retirement Consultant for DC/DB plans including plan design, compliance and annual administration. She also acts as a liaison for recordkeepers, clients and brokers to ensure that the plan remains in compliance with IRS/DOL.
Sandra studied at Northwestern University before working for Berlin, Ramos and Company.
Currently residing in Orlando, Florida, Sandra is married with an adult daughter. She loves to travel and spends as much time as she can seeing the world.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download Form ADV by clicking here.
Download Form ADV Part 2A by clicking here.
Click here to learn more about our Privacy Policy and Information Security Program.
Click here to for additional disclosures
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.