Sandra Lamb

Client Services Administrator

Sandra began her career at Halbert Wealth Management in 1998 in Customer Service. She works closely with clients to help them with any questions they have about account paperwork or making changes to their accounts.

Sandra also works directly with account custodians to get new accounts set up, to get daily downloads and to follow-up on any changes or asset transfers. She also helps maintain and update all our client records and databases.

Sandra is a native Texan, which probably explains why we receive a lot of compliments about how friendly Sandra is when she talks to customers on the phone. Sandra and her husband live on a small ranch just outside of Austin in the beautiful Texas Hill Country. Although her commute to work is an hour each way, she said she never tires of the scenic drive.

Sandra enjoys nature photography and spending time with her two children and three grandchildren, who all live in Austin.