Focus Areas

  • Socially Conscious Investing
  • Charitable Giving
  • Intergenerational Planning
  • Special Needs Financial Considerations

Personal Interests

  • Wine Collecting/Enthusiast
  • Skiing
  • Hiking
  • Photography
  • Traveling

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday 08:00AM - 03:00PM
Saturday By Appointment Only
Sunday Closed


(877) 257-2138

Branch Team

  • Sandra Lehtio
    Sr. Branch Office Administrator

Office Address

2455 Bennett Valley Rd
Suite C116
Santa Rosa, CA 95404
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