Overview
As a Tax Partner at Aprio, Sandy primarily serves fast-growing startups, entrepreneurs, and family businesses in the professional services, software, manufacturing, distribution, real estate, and healthcare industries. She specializes in guiding her clients through every stage of their business lifecycle — from ideation and setup to growth and exit planning. Sandy provides the accounting, financial planning, financing, and wealth generation advice that her clients need to take their businesses to the next level.
Experience
Sandy’s core focus is to support her clients’ success by providing the independent, unbiased, and sound perspective they need to make the best-possible decisions for the future. She began her CPA career in 1990 at Deloitte & Touche, LLP, working in the firm’s tax and audit departments. With her deep experience and industry knowledge gained over 30 years in practice, Sandy delivers the advice that her clients need to navigate the often-complex internal dynamics of closely held and family-owned businesses, leading with compassionate service that goes beyond the numbers.
Education & Affiliations
Sandy earned her Master of Science (M.S.T.) in Taxation from DePaul University and her Bachelor of Business Administration (B.B.A.) in Accounting from the University of Iowa. She is a member of the AICPA and a board member of Libertyville Bank and Trust (A Wintrust Community Bank).
Insights
