Client Strategist | DTC
As Client Strategist, LT specializes in developing and strengthening relationships with existing and new clients. LT works with a diverse team of financial professionals to deliver tailored strategies in wealth planning, investment management, trust & estate planning, and private banking.
Prior to joining First Western, LT worked closely with Hedge Fund and Mutual Fund Money Managers as a Director of Institutional Equity Sales and as an Equity Trader. Collectively, LT has over 16 years of experience in analysis, investment management and financial services.
Email LT at LT.Sandvik@myfw.com
Getting to Know LT
What do you like most about your job?
The opportunity to help people find meaningful solutions to their lifelong financial needs.
What do you believe is your best quality?
My empathy and willingness to listen and understand what people’s needs are. Then ideally being able to help understand all positives and negatives in possible solutions.
What is your most treasured possession?
A fully restored third generation Story and Clark Studio Grand Piano.
• Bachelor of Finance with a second emphasis in Sociology from Montana State University, Montana
• FINRA – 7,6,63,55
• Colorado Health and Life Insurance – Lic #530195
• NMLS ID 477166
• Junior Achievement, Volunteer
• National Special Olympics Ambassador, Volunteer
• MSU Collegiate Cycling Team, Co-Founder