Sandra Cleveland CFP®, CCPS
Sandra is a partner and wealth manager at BCR. She values the relationships she builds with clients to know and understand not just their financial goals but their life goals. She feels moving towards their goals is even better when they have peace of mind for today and about the future.
Sandra’s focus is on clients who are getting serious about preparing for their financial independence – whether that is a career shift, a life transition, or a more traditional retirement. She is particularly interested in helping women explore their next steps by defining the life they desire, creating the financial plans that support their goals and helping them stay on track.
Sandra and her husband, Mastin, have two adult daughters. Ashley is a mental health counselor, married to Andrew, has 4 boys, Gabe, Mark, Noah and Luke and lives in Louisiana. Adrienne is a CPA and mom to 3 boys, Elliott, Oliver and John Hardy and lives in San Antonio with her husband, Caleb.
Sandra serves in leadership roles in civic organizations that support women in business and the community in the greater Birmingham area including Alabama Women in Business and The Women’s Network. She supports the Vestavia Hills community as Co-Chair of the Vestavia Hills Chamber of Commerce for 2021 and an alumna of Leadership Vestavia Hills. She is the chair of the Mountaintop Community Church Board of Directors. She spends her free time pursuing physical fitness, reading, organizing game nights and spending time with family and friends.