Sandra Dalton

Background

About Sandra Dalton

With over four decades of experience, Sandy Dalton brings deep experience and unwavering dedication to helping clients build, protect, and transition wealth across generations. She leads the design and implementation of sophisticated wealth management strategies, helping ensure that each plan aligns seamlessly with clients’ investment objectives, estate planning priorities, and personal values. A summa cum laude graduate of Virginia Tech, Sandy earned her Bachelor of Science in Accounting and passed the CPA exam with high distinction. She began her career at predecessor firms of PricewaterhouseCoopers, where she developed a strong foundation in wealth. Beyond her professional accomplishments, Sandy is deeply committed to faith and community. She serves on the Finance Council of the Roman Catholic Diocese of Boise and recently concluded two decades of board service at Boise Rescue Mission Ministries, including several terms as Chair. She also served as Chair of the St. Luke’s Health Care Foundation, reflecting her longstanding commitment to improving lives in Idaho and beyond.