Sandra Dalton

Ms.

Dalton is the Founder of Champion Financial TEAM. She has more than 25 years of experience in Financial Services. After earning an undergraduate degree from Clemson University with a Bachelor's of Science in Accounting in 1991 she furthered her education by achieving an MBA from Monmouth University with a concentration in Finance. While attending graduate school at night she began a career in New York, NY as a broker. In 1999 she began her financial planning career with American Express Financial Advisors (which subsequently became Ameriprise Financial) until 2017. Since 2017 she has been affiliated with LPL Financial. As an independent financial planning team, our objective is to provide clients guidance beyond investment selection and performance. We strive to educate clients on their financial options so that they make more informed decisions and are more likely to remain committed to a personalized action plan to reach their goals. This increases the likelihood that clients are successful in achieving what’s important to them today, over their lifetime and through their legacy. Taking clients’ concerns, values and priorities to heart, through our investment management and insurance programs, we aspire to directly facilitate and implement strategies and solutions that are custom tailored and appropriate.