Meet Andrea
Andi works with the team to support clients in navigating an increasingly complex financial world, ensuring they have the resources and guidance they need. Andi’s goal is to help clients feel confident that their finances are in capable hands, allowing them to focus on living their lives with joy and fulfillment.
As Director of First Impressions, Andi ensures that all clients’ financial actions are tracked and completed, because no plan is effective without accurate implementation.
As an Army dependent, Andi was born in South Korea and has lived all over. She enjoys learning and challenges both at work and outside of it. Some of her favorite things to do include spending time with her husband, Brian, and dogs Zelda and Max, and being the best aunt in the world to her nephew Clinton. She also enjoys cooking, yoga and walks with her mom.