Advisors                                                                                                +

We welcome you to reach out to us by clicking the email link in the Contact Us section.
 

Sandy Carlson, CFP®, CPA, CDFA™
President and Wealth Advisor

Sandy Carlson joined Rinehart Wealth Management in August 2013 as a Wealth Advisor. She serves as the firm's President and Chief Compliance Officer.  She enjoys getting to know her clients and working to provide them with creative and integrated solutions for accumulating, preserving and transferring wealth.  She brings over eighteen years of wealth management experience with her that include income taxation, retirement planning, insurance, trusts and banking. As a Florida native, she is a graduate of Florida State University, receiving her Bachelor of Science in Finance.
 
Sandy's prior experience includes employment with the Tallahassee, Florida CPA firm, Thomas Howell Ferguson P.A., where she earned her Certified Public Accountant designation and with Synovus Trust Company in both the Personal Trust Area and the Retirement Plan Services Division, where she earned her CERTIFIED FINANCIAL PLANNER™  designation. She holds her Series 65 license and is a Registered Investment Advisor Representative. In addition, she holds the Qualified 401(K) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries and is a Certified Divorce Financial Analyst®. 

Sandy serves on the Board of Directors of the Financial Planning Association of Charlotte, and is a member of both the North Carolina Association of CPA’s, and the American Institute of Certified Public Accountants. She is a Sustainer Member of The Junior League of Charlotte and a member of St. John’s Episcopal Church where she serves as the Alter Guild Chair and is a member of the Endowment Board.

Andrew Savant, CFP®
Wealth Advisor

Andrew Savant joined Rinehart Wealth Management in April of 2012. As a Wealth Advisor, Andrew provides clients with personalized wealth management solutions and comprehensive financial planning.  He enjoys getting to know his clients dreams, goals and ambitions, and then helps them construct a comprehensive plan to achieve their objectives.  Before joining our firm, Andrew worked five years for a family owned sales representative and distributor managing the North and South Carolina territories.  He has extensive experience in providing clients the highest level of service and meeting their various needs.

Andrew is a CERTIFIED FINANCIAL PLANNER™ Practioner and a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA). He holds his Series 65 license and is an Investment Advisor Representative. Andrew is also a member of the Financial Planning Association (FPA) Charlotte chapter.  He graduated cum laude from Clemson University with a Bachelor of Science in Financial Management and a minor in Accounting. During his time at Clemson, Andrew was an officer in the Beta Alpha Psi accounting fraternity and organized the yearly service project to prepare tax returns for local nonprofit organizations in the community. Andrew and his wife live in Fort Mill, SC and are active members at Eternal Church.