“As investment advisors, we seek to educate our clients on all the probable issues that might impact them and their families so that they can make the most informed decisions. Preserving and expanding family wealth requires consistent, conscious effort and participation by the extended family members.”
Jeff Sand is a Portfolio Manager and Financial Advisor who has been with The Rikoon Group since 2002 and has worked in the financial services industry since 1989. He enjoys meeting and building relationships with clients and assisting them to translate their financial goals and dreams into achievable strategies. Jeff has considerable experience with investment, retirement, education, and estate planning; he has worked with clients, attorneys, and accountants to settle many complex estates. In his experience, he finds that people often have a reluctance to get around to making their investment and estate plans, but after they do, all report that they feel a great sense of relief once they are in place.
Jeff received a Bachelor of Arts in Psychology from the University of Arizona and a Master of Business Administration from the Thunderbird School of Global Management. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Jeff is a Board Member and Treasurer of the non-profit organization, Coming Home Connection, which provides free and low-cost home and hospice care for individuals and their families. Jeff is also a musician and performs occasionally at clubs and special events. He is married to Barbara Lucero, a Taos, New Mexico native, and has one daughter, Stephanie, and two stepsons, Naijo and Ian. The latest addition to their family is a granddaughter, Ariah, and they are especially enjoying showering her with attention and spoiling her as much as possible.