scott a. sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Director
“It is my privilege to be a steadfast advocate for the interests of my clients and a steward for their future generations. My clients’ peace of mind is my pursuit. Deeply understanding their unique concerns, lifetime goals and legacy aspirations is the foundation of our work together. I am solely focused on achieving my clients’ objectives with their wealth and lives, freeing them to focus on their expertise and passions.”

About scott a. sandee, CFP®, CIMA®, CPWA®, CEPA

Scott Sandeeis a Managing Director with Oxford Financial Group, Ltd. He has over 20 years of experience in the financial services industry that includes expertise in the dynamics and family impacts of mergers and acquisitions, intricate estate planning, usage of trusts and multifaceted alternative investment structures. Scott specializes in helping clients embrace Oxford’s family office resources to address many of the complex issues of a multi-generational MasterPlan.

Prior to joining Oxford, Scott served as Senior Vice President of the Private Client Group for Capital Group. In this role, he led a team of professionals in the areas of trust administration, coordination of private investment management within the firm’s global offering, philanthropic planning and overall wealth strategy. Prior to that, Scott was a Senior Vice President at Northern Trust leading a team of professionals in serving entrepreneurs and large families throughout the Midwest.

Scott graduated from Northern Illinois University with a Bachelor’s degree in Computer Science. Scott also served as a non-commissioned officer in the United States Marine Corps. He is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations and earned the Certified Exit Planning Advisor (CEPA) credential.

Scott is a native of the Chicagoland area and resides with his wife, Laura, and their two children in Wilmette. Scott and Laura have been involved in a diverse group of local charitable organization and are particularly interested in efforts that benefit children and work to end hunger. He is a member of the Association for Corporate Growth, the University Club and the Northbrook Sports Club.

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