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Sandy Heffernan

Sandy Heffernan

Executive Assistant

With over 20 years of experience in the Financial Planning industry, Sandy is in charge of the day to day activities at Redwood Wealth Advisors. While cultivating good working relationships with producers and clients, she assists in the growth their business. Sandy is responsible for customer service at Redwood Wealth Advisors, and she is committed to making the entire Financial Planning process as easy and hassle free for our clients as possible.

As the Liaison for all new employees, Sandy advises and guides them through their transition making the process as seamless as possible. Sandy also acts as an information resource for the agents who benefit from her contacts and experience.