Sandi is a Certified Public Accountant and a Certified Divorce Financial Analyst® with extensive experience in financial analysis, budgeting and forecasting.

She is a member of the American Institute of Public Accountants and the Institute of Divorce Financial Analysts.  She brings a wealth of experience as a Financial Executive and Senior Auditor at PricewaterhouseCoopers.

Beginning her career at PWC as an audit and tax intern, she quickly became a senior associate.  In 2000, she joined Ryland Homes, a fortune 500 national home-building company, and ultimately became a Controller and VP Finance for the San Diego Division.  Ms. Gumeson graduated from Colorado State University with a Bachelor of Science in Business Administration, Accounting.

Sandi’s extensive experience in finance, analysis, operations, budgeting, and forecasting, enables her to provide a high level of expertise in understanding the overall financial picture of clients.  This results in an in-depth understanding of the financial workings of small, medium and large companies, as well as personal finances.

Chelsea Sugg is an Operations and Client Engagement Specialist with Fonte Financial Advisors.  With over 11 years’ experience in technical/customer support and client management, Chelsea is a welcome addition to the Fonte team to ensure that our clients have a seamless transition to the firm as well as a dedicated point of contact for their ongoing service needs.

Before joining Fonte Financial Advisors, Chelsea worked for a diverse range of organizations in the San Diego area, including a large cybersecurity company and a small business startup in the corporate wellness industry.  Chelsea’s prior experience within these industries has given her extensive experience implementing organizational strategies for efficient business operations and building support teams from the ground up.

Chelsea is responsible for assisting in all facets of operations and client services for Fonte Financial Advisors, including: client onboarding, production of reports pertaining to investments and performance, implementation and maintenance of new technology, as well as being the dedicated liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly.