Sandi Jo Goddard, CLU®, ChFC®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Sandi Jo is passionate about assisting families with special needs. She is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

I also specialize in working with small business owners and franchises.

Associations and Memberships

  • National Association of Insurance and Financial Advisors (NAIFA) - local Portland chapter, Board Member

Designations

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certificate in Long-Term Care (CLTC)

Education

  • B.S. and M.S. in Speech and Communication, Southeast Missouri State University

Years of Experience

Representing Northwestern Mutual since 1988.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck