Sandi Towns, CPA/PFS, CFP® is a tax partner who brings over 32 years of public accounting experience to the firm. In addition to business and individual 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.
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.
- Society of Financial Services Professionals (FSP)
- Ohio Society of Certified Public Accountants (OSCPA)
- American Institute of Certified Public Accountants (AICPA)
- Ohio Wesleyan University