Sandra K. Drennon RICP® Managing Partner, Portfolio Manager, Financial Advisor

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Sandi Drennon is the Managing Partner, and co-founder of CAPSTONE Investment Group LLC, and has worked extensively in the field of financial management since 1991. She leads the CAPSTONE Team with a hands-on approach that honors the legacy of excellence while realizing current trends. Her philosophy and leadership, first and foremost, is to serve in the clients ‘best interest’.

Her keen attention to detail allows Sandi the ability to leverage debt control, portfolio tax efficiency, retirement income planning and wealth transfer strategies for the benefit of long-term dedicated relationships. She thrives in planning and assisting her clients in reaching the goals and objectives they are most passionate about.

As a portfolio manager, Sandi uses proactive technical analysis while weighing economic and political trends to achieve a balance of risk management and proper asset allocation in meeting each client’s overall financial objectives.

Her professional licenses include Series 6, 7, 63 and 65 Securities Exams as well as the Washington State Life, Health and Disability Insurance Licenses. Sandi is a Retirement Income Certified Professional (RICP®), as ascribed by the American College of Financial Services, and a Certified Senior Advisor (CSA), as ascribed by the Society of Certified Senior Advisors.

Married since 2005, she and her husband Mike have six adult children and three grandsons, between them. Acting upon her strong beliefs on the importance of giving back to the community and beyond, she devotes much of her time with her local church by serving on the church council, as well as she and her husband both serve on mission’s council and serving through FCOP International. Together they passionately travel to Cambodia yearly, where their love for children impacts the lives of widows and orphans in Prek Bey, Steung Somrong, Kong Pixay, Anlong Veng, Phsa Chas, Chom Chao, Bavet, Tumnap, and Phum Kuy.

 

CAPSTONE RESPONSE TO COVID-19

We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
Call 360-570-9888 or e-mail capstonecare@capstoneig.net.
Your investment goals are important to us! With wisdom, discipline and understanding as a solid foundation, even as the Coronavirus situation changes, your value to us remains steady. Staying connected is more important than ever, so let us know how our CAPSTONE Team can best serve you.