Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Executive Team Member
Sandy Russ, CFP®, CPA Wealth Management Associate
Sandy Russ joined LifeTime Asset Management in March 2022 as a Wealth Management Associate.
Sandy was born and raised near Raleigh and graduated from Meredith College in 1998 with a Bachelor of Science Degree in Accounting. Following graduation, she moved to New Bern, NC where she passed the CPA exam and worked in public accounting preparing individual and business tax returns.
In 2006, Sandy and her husband purchased an insurance agency in the NC Foothills. She was involved in the greater Caldwell County community and enjoyed participating in Chamber of Commerce events. Sandy also supported the local nonprofit Communities in Schools with annual X the TXT events to encourage new young drivers to make the pledge to not text and drive. Also while in Caldwell, Sandy was a member of Rotary International.
In 2012, Sandy was instrumental in forming a networking group called Caldwell Women’s Forum. This is a space for local professionals to gather monthly for breakfast and hear inspiring stories from local leaders about topics important to women such as cardiovascular disease, financial independence, skin care, mental health, economic development, business marketing strategy, Women’s History, and many more. Sandy passed the exam and became a Certified Financial Planner in 2020 and enjoys helping women gain financial confidence.
While living in the mountains, Sandy and her husband Jerry enjoyed hiking, kayaking, and camping. They recently moved back to the Raleigh area to be closer to family and lifelong friends. Sandy loves reading and enjoys cooking new things.
Professional registrations, licenses, designations:
- FINRA Series 6 and 63 securities registrations
- Certified Public Accountant license
- CERTIFIED FINANCIAL PLANNERTM certification
- Life and Health insurance licenses
Community involvement and professional organizations:
- NC Association of Certified Public Accountants member
- American Institute of Certified Public Accountants member