LEARN MORE ABOUT Chandra Halverson
Director of Operations and Compliance in Operations
Chandra's Bio
From resolving issues quickly to making processes more intuitive, Chandra is passionate about performing a number of behind-the-scenes roles that provide seamless client experiences and increase Strategic Wealth Designers’ operational efficiencies.
“The most satisfying part of my job is identifying bottlenecks in processes and implementing solutions that make our operations more efficient,” Chandra says. “Knowing that I’ve helped make things run smoother and reduced turnaround times for both clients and team members is very rewarding.”
Chandra discovered the financial services industry after earning her bachelor’s and master’s degrees in business administration from Bethel University. Now an industry veteran of more than two decades, she brings a breadth of experience and knowledge, having passed her Series 7, 24, 53, 63, 65 and 66 securities exams.
Chandra and her husband, Jamie, are the proud parents of two teenage daughters, Reagan and Riley. They also have a rescue pet named Bobbi Jean and love to spend their free time outdoors, boating, camping and skiing.
