Sandee M. Dudash
Senior Client Service Advisor
"Our industry provides a valuable service. It is an important responsibility to advise, help and manage a client’s financial resources. We constantly strive to earn and maintain our client's trust and loyalty."
Investment/Retirement Plan Services – 25+ years experience
As a Client Service Advisor, Sandee brings 30+ years of experience to SFG. She assists clients with advanced investment, insurance and other client service issues. Sandee aids in the preparation of financial plans and is responsible for preparing materials for client review appointments, executing trades, reallocating client portfolios and processing account information. Sandee strives to help clients reach their goals and provide them a peace of mind when handling their present and future needs.
Sandee graduated from Indiana University with her Bachelor of Science in Business Management. Along with her experience and strong work ethic, Sandee prides herself in honesty, integrity, and not cutting corners to get the job done. As a Client Service Advisor, she has also held roles in Management, Operations, Compliance, and Trading.
Sandee enjoys working with my hands, especially in gardening. She likes to read and learn about health and nutrition. Sandee loves history, and admits to be addicted to PBS “Frontline”. The military is very close to her heart, as she has had many family members serve. Sandee is passionate about baseball and follows her favorite team the Chicago Cubs (win or lose). It is true, winning is more fun.
- Bachelor of Science, Business Management, Indiana University