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 DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
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Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
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