InVestra has been growing substantially throughout the last three years, and we are so grateful for the introductions and recommendations from our clients, our friends, and our business associates who have enabled our momentum. As part of our commitment to advocating for you, we have added Sandra Levitsky to the team to serve as Financial Paraplanner for Erin Eiras, CPFA.
Read her biography here.
Sandra has been in the business for almost 30 years. We are fortunate for her experience in the industry, including an educational background in Accounting and Economics from Wilkes University and a Bachelor of Science from Penn State University. She holds her CFP® designation and will use that credential to answer questions along the way while focusing her daily efforts on supporting Wealth Advisor, Erin Eiras in creating and preparation of plans. We are excited about being able to add even more value for our clients.
RE-INTRODUCING:
Kali Rogers, Insurance Consultant for InVestra Financial
Donna Frazier, Executive Assistant to Erin Eiras, CPFA