Sandra Kapfer
Senior Associate

Sandy Kapfer is a Senior Associate at Merritt Point Wealth Advisors. She brings a lifelong career in the financial industry, supported by a BA in Economics from the University of Vermont and her Series 7 and Series 63 securities registrations. Sandy’s expertise is centered on client relationship management and deep product knowledge, and she is known for keeping client accounts in good order while aiming to ensure the advisors she supports have what they need to run their business smoothly.

Before joining Merritt Point, Sandy built her career by managing complex operational transitions and high volume client needs. One accomplishment she is especially proud of is helping transition a full book of business from one broker to another, processing hundreds of time sensitive documents while responding to client and advisor requests in real time. She was drawn to Merritt Point because she values being part of a collaborative team and appreciates the opportunity to build meaningful relationships with clients. She is excited to continue growing her expertise alongside a group of experienced professionals.

Sandy’s approach to client service is shaped by her background in team sports and her family’s small business, both of which taught her the importance of teamwork and putting clients first. Outside of work, she enjoys playing Mah Jong with friends, a tradition that has lasted more than a decade. She is active in her community through local events and volunteer efforts, and she loves traveling with her family, especially their recent trip to Italy. Sandy is motivated by the advice her mother gave her early on: always be able to support yourself. That mindset sparked her interest in the financial industry and continues to guide her commitment to helping clients feel confident and informed.