Sandra K. Drennon

Drennon 4x5 1811

With co-owners Patrick E. McClelland, Steven V. Elliott and the CAPSTONE Team, Sandi helps manage multiple investment models to specific disciplines, maintaining client-centric needs analysis through proactive technical analysis.  Her attention to detail and disciplined market analysis allow her to offer her clients a different approach to money management.  She is a hands on manager, devoting much time to implementing the investment strategies of the firm while working closely with her clients in such areas as debt control, portfolio tax efficiency, retirement income planning and wealth transfer.  Sandi is sensitive to and works tirelessly towards achieving a balance of risk management and proper asset allocation for her clients’ overall financial needs and goals.

Between herself, her partners and fellow advisors they share over 100 years of experience meeting the financial needs of others, while their market perspectives remain disciplined, diverse and appropriately allocated.  Sandi is a “top down” investment professional, weighing economic and political data into every investment decision.

Sandi has passed industry series 6,7,63 and 65 securities exams as well as obtained her Washington State Life, Health & Disability insurance license.  She is also a Certified Senior Advisor (CSA), as ascribed by the Society of Certified Senior Advisors, and is a Retirement Income Certified Professional (RICP), as ascribed by the American College of Financial Services.

Sandi is married to her husband, Mike, of ten years and they have six adult children and two grandchildren between them.  Sandi is very involved in her local church, volunteering many hours a year within the community.  She and her husband’s charitable contributions took them to Cambodia in 2014, 2015, 2016 and 2017 through FCOP International, where their passion and love for children touched the lives of orphans in Prek Bey, Steund Somrong and Kong Pixay.