Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investment Management
  • Estate Planning Strategies

Education

  • Bachelor's Degree in Business Administration from Corban University in 2012.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Working Mother Top Wealth Advisor Moms, 2019-2020
  • Forbes Best-in-State Women Wealth Advisors, 2022

Community participation

  • Andrea has a passion for mentoring youth, coaching, and helping stop hunger in our own community. She is the co-director for West Salem Youth Basketball and can be found helping or supporting at Marion Polk Food Share.

Interests

  • Andrea has two girls, Madalyn (10) and Maleah (9). She loves being a mom and spends a lot of time cheering them on at sports or musical events. Andrea loves to travel, spend time outdoors kayaking, paddle boarding, or hiking, and can always been found in the kitchen whipping up a meal for guests. She’s a host at heart and enjoys having people fill her home.