Sandy Ward

Sandy brings over 30 years of experience as an administrative assistant and bookkeeper. She joined Peerman Capital Management in 2021 as administrative assistant to Bill Peerman, rekindling a professional relationship that began in the early 1980s. Following the firm’s acquisition by Hillcrest Financial Group in August 2025, Sandy continues to support the team with the same dedication and collaborative spirit.

Sandy specializes in account services, including budget monitoring, financial analysis, and financial planning software. Her background in financial services and investment operations adds valuable depth to the client experience.

Sandy credits her late mother, Evelyn, for instilling a strong work ethic and a positive, can-do attitude. Sandy has been married to Bill Ward for 26 years and is the proud mother of Fred and grandmother to Zuzu. In her free time, she enjoys reading and watching mysteries, traveling through Europe, and cooking.