Sandeep serves as an advisor in the firm’s Delafield, WI office. Her passion lies in working directly with the clients to help create holistic wealth strategies.

She has over a decade of experience as an investment professional, holding previous positions as a Portfolio Manager and a Research analyst. Risk management has always been an important and integral part of her investment approach.

She is actively involved with the community, currently volunteering at SecureFutures, a Financial literacy program for teens and as a Board member on the Arrowhead Scholarship Fund. In her spare time, she enjoys spending time with friends and staying active. She resides in Pewaukee with her husband, two kids, and their puppy.

Previous Experience

  • Portfolio Manager at MorganDempsey Capital Management
  • Research Analyst at Associated Bank

Education & Credentials

  • BS, Computer Engineering, Pune University – Pune, India
  • MBA, University of Wisconsin – Madison, Applied Securities Analysis Program