Broker Check

CFP® Associates

We'll put your interests first.

Robert I. Sandberg, CFP®, MS


Robert Sandberg has worked in the financial services industry since 1997. He has a master’s degree in financial planning, and has received his CERTIFIED FINANCIAL PLANNER™ certification. 

Read more

Marie A. Seabury, CFP®


Marie, a CERTIFIED FINANCIAL PLANNER™ professional, began working in the financial services industry in 2003. She graduated Magna Cum Laude from Utah State University.

Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, you will get the personalized professional attention you need.

Our advisors have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.