With nearly 30 years of experience in financial planning and wealth management, Janet takes great pride in making sure her clients are invested in the decision-making process. She believes regular communication is key to building collaborative, long-term client relationships. Having spent the formative years of her childhood overseas, Janet initially considered the foreign service. She … Continued

Stephen Peterson started his career in the stock brokerage business, but he was soon not satisfied dealing solely with transactions. He wanted to focus on building relationships and becoming a trusted advisor. With 30 years’ experience in wealth management and financial planning, Steve still strives every day towards this same goal in his work with … Continued

The details are everything for Caroline Curts, and as it turns out, so is the big picture.  When you are charged with achieving the highest standards of care for Sand Hill’s clients, every process and procedure requires a meticulous and comprehensive assessment and a thoughtful conclusion.  It’s a big job, but it fits her personality … Continued

Growing up, Sara’s parents taught her and her siblings the importance of giving back and making a difference in people’s lives. That’s why she loves working at Sand Hill, where our focus is on deeply engaging with our clients to help them shape their futures and succeed. Today, Sara combines this passion for helping people … Continued

Tony Craun loves a good challenge. The common theme throughout his professional life has been his driven, see problem, solve problem approach. That’s the mindset and skill set that he brings to Sand Hill today. As Chief Operations Officer, Tony’s role spans many parts of the firm. The all-encompassing nature of his job is exactly … Continued

Throughout her career, Brenda Vingiello has doggedly analyzed the global macroeconomic environment, as well as individual companies and industries to understand how these elements influence the performance of financial markets. After many years as an equity analyst for large institutional asset managers, Brenda was passionate about bringing this expertise to bear helping individuals. It’s this … Continued

When Meghan DeGroot Daters started studying business in college, she decided to focus on finance so she could help her parents, who were novice investors. She found her calling in numbers, and it’s this same spirit of helping others that drive her work today. Meghan brings over a decade of experience in high-value investment management … Continued

Mark Strahs always has his mind on the market. As the son of an early stage institutional equity trader who happily spent his childhood vacations on trading desks, investment is in his veins. Mark brings over 27 years of financial markets experience together with a background in top-down, macro-economic analysis and a focus on stock … Continued

Kristin Sun was born and raised with a Silicon Valley mindset. Originally from Mountain View, she grew up alongside this hub of technology and innovation. Watching her father enjoy a fulfilling career at Hewlett Packard, Kristin always knew she wanted to be involved in this exciting and entrepreneurially-minded culture. As a Senior Wealth Manager, Kristin … Continued

Jeff Abadie learned the discipline, work ethic, and organization that serve as the foundation for his work at Sand Hill during his time in the U.S. Navy. By combining these skills with his passion for serving others, he helps clients build structure around their financial lives and make the most of their wealth. As a … Continued