Anderson and Associates Financial, LLC is an Investment Adviser Representative of ETEXfinancial Inc., which offers Comprehensive Wealth Management Strategies to select clients. We specialize in assisting professionals, business owners and mid to high net worth clients with confidential personal financial planning. Our risk management practice involves every facet of financial planning, including needs assessment, goal identification, risk tolerance analysis, development and implementation of investment strategies focused on wealth accumulation, current tax management and asset protection strategies.
Sandy a CPA/PFS, CGMA, Accredited Domestic Partnership Advisor (ADPA®) and CERTIFIED FINANCIAL PLANNER [TM]. Ms. Anderson is the Director of Business Unit Accounting at Texas Instruments supporting Financial Reporting for the business product lines as well as supporting financial process improvement and talent development. Prior to 2008, she served in various domestic and international roles in Operations, Finance and Accounting. Ms. Anderson’s community involvement includes service as a member of her homeowners association and as a Deacon and Stephen Minister at her church. Ms. Anderson is the winner of D CEO Magazine’s 2012 Financial Executives Award for “Outstanding Chief Accounting Officer, Controller, or Treasurer – Public Company”. She is a US Army Veteran who continues to support Veterans through her lifetime membership with the Disabled American Veterans (DAV) and as a big sister in Big Brothers Big Sisters, Military Mentors Program. She is a member of the AICPA, Dallas CPA Society, FPA, FPA-DFW, the North Texas GLBT Chamber of Commerce; and, also serves as the board treasurer for Coalition For Aging LGBT.
Missouri State University, BS Accounting
University of Texas at Dallas, MS Finance
Southern Methodist University, Certificate in Financial Planning
American Institute of CPA’s® (AICPA)
Dallas CPA Society
Financial Planning Association (FPA)
Financial Planning Association DFW (FPA DFW)
Texas Society of CPA’s (TSCPA)
National Association of Securities Dealers Licenses:
Investment Advisory Representative, Series 65
Sandy Anderson, CPA/PFS, CFP®
Tom Ricks, CFP®
President/CEO of ETEXfinancial, Inc.