Sandi Andrews

"Problem-solving Means Taking The Reigns."

Account reconciliation, statements, report analytics and more. Sandi makes sure that every task that requires checking is on time, accurate and in the client's hands. She's a master at collaborating to get the job done, including assisting Capital Advisor's analysts in reviewing investment updates and writing fund reports, as well as tackling trades behind-the-scenes.



"Learning Is A Constant."

After more than 22 years at Capital Advisors, Sandi has seen tremendous change in the marketplace – but one thing has remained constant: her company's desire to help associates grow. She started as a receptionist, and quickly began taking on more complex tasks while also working to earn her financial designations. In her current role, she enjoys going behind the cut-and-dry answers to make sure the client's needs are fully addressed.



"You Have To Run A Tight Ship."

As a mom of four boys – including a Marine – Sandi knows the power of organization. Whether she's helping her school-aged sons juggle sports, completing coursework or getting a client what they need, Sandi approaches life and work with not only a disciplined eye, but also a creative point-of-view.



Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.

Professional Credentials, Recognition, & Education

• Accredited Portfolio Management AdvisorSM (APMA®)
• Chartered Mutual Fund CounselorSM (CMFC®)
• FINRA Series 6 Registration