Sandy Milke is no stranger to WMA. Sandy and Bill actually go back over 30 years. Sandy and her husband once attended a financial planning adult-education class taught by Bill back in 1988, while Sandy was working as a Cost/Price Analyst at the Tank Automotive Command.

When Sandy was considering a career change in 1993, she approached Bill who connected her with WMA’s strategic alliance partner Mutual Fund Management Co. (MFMC) where Sandy worked for 19 years in the role of Client Account Manager. The WMA and MFMC staffs worked closely together for over 30 years prior to MFMC merging into WMA in 2018.

Sandy most recently spent the past 5 years as a Client Relationship Manager for a local investment advisory firm. As such, we look forward to tapping in to Sandy’s 25 years of experience in the financial services industry.

Sandy earned her Bachelor of Science degree in Corporate Finance from Wayne State University in Detroit. She enjoys reading, and along with her husband enjoys being physically active, attending live theatre events, and volunteering. She also enjoys her time spent with her children and their growing families, including her “granddogs.”

Linda Itami joined the firm in March of 2019 and works with the Client Services team as well as with the Trading and Portfolio Reporting department, working closely with Annette Borg and Sandy Milke.

Prior to joining William Mack & Associates, Linda spent the last 32 years working for public accounting firms in office management and administration. During that time, she spent 18 of those years working directly for Frank Arvai as office manager for both Mutual Fund Management Co. and the accounting firm of Arvai & Associates, P.C.

Linda loves spending time with family and friends, listening to music, and traveling with her husband.

Annette Borg, CRPC^® joined the firm in March of 2022.  As a welcome addition to the Portfolio Reporting and Trading Team, Annette also works with the Client Services Team as well as the Financial Planning Team, using her experience as a Registered Paraplanner^SMand a Chartered Retirement Planning Counselor.

Prior to joining WMA, she worked at investment firm Mainstay Capital Management where she also obtained her certification as an Investment Associate Wealth Advisor.

Born and raised in Michigan, Annette enjoys spending time with her kids, reading, baking, and taking her dog to the park.