Our Team
Advisors & Client Support
Advisors
Christen L. Sanchez, CFP®, CFS, AIF®
Founding Partner
(904) 281-9257
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...
Joshua Mandelkorn, CFP®
Wealth Advisor
(904) 281-9257
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.
Client Support
Jennifer Koeller
Director of Operations
(904) 281-9257
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.
Michelle Rossman
Client Relationship Manager
904-281-9257
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...