Sandra Holt, CFP®
Sandra graduated from Mississippi State University with a BS in consumer economics. She was an officer of Delta Delta Delta Sorority. Afterward, she received her MBA from the University of South Florida in Tampa.
Before joining the Financial Group in St. Petersburg, Florida, in 1986, Sandra worked in the banking industry. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1988. In 1991, she joined the Tampa office of Massachusetts Mutual Life Insurance Company. In 1995, she and her late husband, Edgar, moved to Overland Park, where she continued her career with Legacy Financial Group, Inc. Sandra formed LifeStages Financial Solutions in 2007. She married Bernie Young in 2016. As an Investment Adviser Representative of Commonwealth Financial Network®, Sandra works with both individuals and business owners. She holds FINRA Series 7, 63, and 65 securities registrations and is insurance licensed for life and variable annuity products.
She has been an active member and past board member of the Financial Planning Association for many years and currently serves on the Community Awareness Committee of the Greater Kansas City chapter. She has been involved in planned giving programs and is a past president, board member, and investment committee member of the Kansas Area United Methodist Foundation. She is chair of the endowment committee and is on the trustee committee at her church.
Catherine came to LifeStages Financial Solutions in August 2007. Before joining Sandra's team, she worked part-time as an assistant to a Waddell & Reed financial planner. Catherine holds a BBA in management science from the University of Georgia. After 17 years as a full-time mom to four fabulous daughters, she decided to reenter the workforce full-time. Before motherhood, Catherine was a systems analyst and computer programmer for NCNB Texas in Dallas.
Catherine's current responsibilities include maintaining the client relation database, preparing and processing new accounts, processing changes to existing accounts, cashiering, and maintaining all client and compliance files. She also handles the daily administrative duties of running the office, such as processing payroll and taxes and updating and maintaining the computer system. She especially enjoys the wide variety of her responsibilities and loves learning more about the financial and insurance industries and the products and services that LifeStages provides.
Catherine lives in Overland Park with her three cats. In her free time, she enjoys gardening, hiking, watching movies, and traveling.