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Sandi Towns, CPA/PFS, CFP®

Tax Partner

Sandi Towns, CPA/PFS, CFP® is a Principal in the Tax Department. She is a graduate of Ohio Wesleyan University and has been a CPA since 1986. She has been designated a Personal Financial Specialist by the American Institute of Certified Public Accountants and is also a Certified Financial Planner. She is a member of the AICPA and the Ohio Society of CPA's. In addition to tax planning and compliance, her areas of expertise include broad-based personal financial planning including college planning, estate planning, retirement planning and elder care issues. She is currently the Finance Chair of Sylvania First United Methodist Church and Treasurer of the Northview High School Theatre Boosters. She is a past president of the Toledo Estate Planning Council. Sandi has also served on the boards of American Association of University Women, Family and Child Abuse Prevention Center and Children's Theatre Workshop. She and her husband have three daughters and live in Sylvania, Ohio.

 

Why did you join William Vaughan Company?

It was a much smaller firm then and I had worked for a small firm in Columbus before returning to the Toledo area.  I really liked the relaxed environment and friendly people.

What are you most passionate about in your work?

I LOVE my clients!  I love getting to know them and helping them with the issues that keep them up at night. I love helping them make smart financial decisions and keeping more of the money they have worked so hard to earn.

What has been your most rewarding client experience?

Being part of the WVC team that helped one of our clients sell his business and walk away with $10,000,000.

What makes William Vaughan Company different?  

The culture and the teamwork.  We have a very fun and relaxed culture, but we really pull together as a team when we need to get the work done.

What do you enjoy doing outside of work?

I enjoy reading and walking, but mostly I enjoy spending time with my family – my husband, children and grandchildren.

What’s a fun fact few would know about you?

I’ve seen Garth Brooks in concert eight times, so far.

Education and Accreditations?

  • Graduate of Ohio Wesleyan University
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP®)
  • Member of the Society of Financial Services Professionals (FSP)
  • Member of the Ohio Society of Certified Public Accountants (OSCPA) 
  • Member of the American Institute of Certified Public Accountants (AICPA)