Sally Oliver

Sally Oliver joined the Insight Financial Advisors team in 2021. She serves as Office Administrator and is the direct liaison for client communications, scheduling, correspondence, and documentation management. She is responsible for running performance and required minimum distribution reports, as well as processing deposit documentation and maintaining the office calendar. Sally is a former notary public and retains both Master’s and Bachelor’s degrees.

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Quick Facts!

– Over 35 years working in a professional
environment in the public sector
– Master’s degree in Public Administration
– Bachelor’s degree in Information Systems

Fun Facts!

– Proud doggie mom to Mahina
– Love of philosophy, history and cooking
– Classic rock fan
– Favorite show is Game of Thrones
– Favorite musical is Les Miserables

Wanda Delgado, CFP®
Registered Principal

John Calmes, CFP®
Certified Financial Planner

 

Heather Calmes
Client Education Specialist

 

Sally Oliver
Office Administrator