Sandy is the hands on President and Founder of the Small Business Advisory Alliance (SBAA), a non-profit organization created to help small business owners and their employees in our community. Having over 25 years of experience as a business owner, financial planner and investor, Sandy has experienced it all. Through the SBAA, Sandy will share his knowledge and experience to help start up and existing small business owners succeed and to provide financial literacy in our community.
By closing his financial planning practice Sandy is able to devote his full time to the SBAA and other community pro bono programs such as: Director of Pro Bono for the Financial Planning Association of the Greater Hudson Valley, Co-Chair for Financial Education Day Events at Westchester Community College. These free, no strings attached events featured Sharon Epperson (CNBC), Kiran Chetry (former CNN morning show host) and Jean Chatzky as our keynote speakers and featured over 25 workshops. In addition, over 55 one-on-one consultations were provided at each event and GROW Conference Planning Committee. The last event featured Shark Tank’s Barbara Corcoran as our keynote speaker. The GROW Conference is an all-day event that provides a wide range of workshops and panel discussions for small and emerging business owners.