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Sandy Steedle

Client Coordinator

Having worked in the financial planning industry for more than 28 years, Sandy Steedle serves as a client coordinator in our Pittsburgh, PA office. In that role, she provides operational support to the Pittsburgh Advisory Team as well as client advisory services. Sandy also serves as coordinator for our Financial Autonomy Specialized Practice Group.

Licensing and Education

  • Series 65
  • Masters of Business Administration, Robert Morris College
  • Bachelor of Science in Business Administration (with a minor in Quantitative Business Analysis), Robert Morris College

Accomplishments and Honors

Prior to joining McKinley Carter, Sandy worked at Allegiance Financial Advisors, Inc. in Pittsburgh, managing all the firm's administrative work for client accounts as well as compliance tasks. She also spent several years working in the Continuing Education Department at Robert Morris College.

Community Involvement

Sandy has a vast history of volunteerism at both her church and her children's school booster clubs. When her children were young, you could always find Sandy managing a fundraiser or serving as treasurer for the softball boosters. Today she has three grown daughters and one son-in-law with whom she enjoys spending time. Together, they relish family dinners, game nights, and especially their annual summer beach vacations. Sandy is also an avid cook and enjoys reading, hiking, and kayaking.

Sandy’s Articles
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Any Life Transition Can Be Handled If You Have This

Transitions — life is FULL of them. They can be planned or unexpected, but they are always "side-steps" in your journey of life. Which means, the way you handle them dictates if a transition becomes a mere speed bump to navigate or, conversely, an abyss that will swallow you if you allow it. What's the best asset to have to ensure your success with transition? Find out!

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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