Sandy Higgins, JD, CFP®
senior wealth advisor | partner
Sandy Higgins, JD, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. Since joining Capstone in 2010, Sandy has used her experience and knowledge to help clients reach their financial goals.
As a senior wealth advisor, she offers financial planning and wealth management services, including investment management, estate planning, tax strategies, charitable planning, risk management, and education planning. Sandy also uses her unique experience and insight to counsel Family Office clients, including navigating succession issues, strategic generational planning, and charitable planning.
“I enjoy helping others and giving them a feeling of comfort and security in their financial future. As a financial advisor, I’m able to utilize my strengths in the legal area with its consultative nature and strategic thinking, while also bringing in the strong finance and tax experience I have,” Sandy says.”
Invested in your future
When working with you to develop a financial plan for your future, Sandy takes a personal approach. She understands the importance and value of building a relationship based on communication and trust.
“I want my clients to feel comfortable coming to me for help or with any question, whether it’s financial or otherwise. Being part of a client’s team is important to me,” she says. ”
Building community
Sandy and her husband have two children, and large extended families. In her free time, Sandy loves spending time with family and friends. She enjoys music and attending concerts, loves spending time outdoors running and hiking, and is also an avid reader.
Sandy is on the board of directors for CASA of DuPage County, an organization that provides volunteer court-appointed special advocates to work for the best interest of abused and neglected children in the DuPage County court system. She is also Vice-Chair of the Professional Advisors Committee for the DuPage Foundation and a member of the DuPage Estate Planning Council. In addition, Sandy volunteers her time with Ronald McDonald House Charities.
Sandy is a CERTIFIED FINANCIAL PLANNER™ certificant. She received a Bachelor of Science in Finance at Western Illinois University and her Juris Doctorate from the University of Illinois at Urbana-Champaign.
Prior to joining Capstone, Sandy served as a tax manager at Arthur Andersen.
Sandy's Perspectives
