Meet Our Team

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Richard Sandy

Richard Sandy moved to Ocala in 1980, continuing his career in Banking. In 1996, along with a former partner,they established Abacus Accounting & Tax Service, Inc. In order to better integrate his client's investment needs, as they related to their tax and accounting issues, he became a fully licensed securities professional in 1997 and formed a sister company, Sandy Wealth Management, Inc.

Continuing their synergistic approach to meeting their client's financial needs, in 2016 he and Lindsey became Medicare certified. This made them able to offer Medicare Supplement Insurance and Advantage programs.

Richard enjoys bringing Max, his big Maine Coon to the office, where he assumes the roll of principle client greeter. When not working, he enjoys spending time on the water and boating.
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Lindsey Sandy

Lindsey Sandy was born & raised in Ocala, Florida.  After graduating from Forest High School in 1996 and Central Florida Community college in 1998 she continued her studies at Florida State University, where she earned her bachelor’s degree in political science in 1999.

After returning home to Ocala after school, she began working as a bookkeeper for Abacus Accounting & Tax Service, Inc. in 2000.  In 2004, she became fully licensed on the investment side, and began working side-by-side with Richard in Sandy Wealth Management, Inc.

In her spare time, Lindsey enjoys spending time with her husband Mike & her cat, Mr. Sneezers, who  enjoys commuting to the office every now & then.   Lindsey’s other interests include watching college football, specifically rooting on her Florida State Seminoles & enjoying time on her family’s boat out on the lake.