Our Team
Advisors
Christen L. Sanchez, CFP®, CFS, AIF®
Founding Partner
At an early age, my mother taught me the values of being strong and independent. My mother raised me and my two siblings by herself and it taught me the benefits of financial security. Like many Baby Boomers, money was tight growing up..
Joshua Mandelkorn, CFP®
Wealth Advisor
Nothing brings me more joy than assisting individuals and families on their financial journeys. As a Wealth Advisor at Sanchez Wealth, I'm here to provide the personalized guidance you need to achieve your financial goals...
Client Support
Jennifer Koeller
Director of Operations
With over 3 decades in the financial and insurance industry, I am proud to serve as Director of Operations at Sanchez Wealth Management Group. In this role, I oversee crucial aspects of our firm’s operations, including assisting the CCO...
Michelle Rossman
Client Relationship Manager
I have been fortunate to accumulate over decades of experience in client service. My love for finance and a deep desire to help people led me to obtain my Series 6 securities license held through LPL Financial....