Broker Check

Our Team

Advisors & Client Support

Advisors

Christen L. Sanchez, CFP®, CFS, AIF®

Founding Partner

(904) 281-9261

(904) 281-9257

chris@sanchezwealth.com

Chris Sanchez is the founding partner of Sanchez Wealth Management Group, LLC, a Registered Investment Advisory firm, and is responsible for managing the firms more than $300 million in total assets under advisement.* His...

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Joshua Mandelkorn, CFP®

Wealth Advisor

(904) 281-9261

(904) 281-9257

joshua@sanchezwealth.com

Josh Mandelkorn is an LPL Registered Representative and Wealth Advisor. His responsibilities include client annual review and strategy meetings, investment research, portfolio trading, and implementation of financial plans.

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Client Support

Jennifer Koeller

Director of Operations 

(904) 281-9261

(904) 281-9257

jennifer@SanchezWealth.com

Jennifer is the Director of Operations at Sanchez Wealth. Her responsibilities including on-boarding new clients, assisting the CCO with the firm’s compliance duties, day-to-day operations of the firm, and team lead. 

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Michelle Rossman

Client Relantionship Manager

904-281-9261

904-281-9257

Michelle@sanchezwelath.com

Michelle has over 20 years of client service experience. Her love of finance and helping people guided her into getting her securities license and continuing her education in Financial Planning. Her responsibilities as Client...

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