Andrea grew up in the Dallas-Fort Worth metroplex.  She has been married to her husband Jon since 1991.  Jon and Andrea live in Gunter, Texas and they have two daughters, Jade and Eliza.  Andrea enjoys spending time with her family, being active in her church, going camping, riding bikes, and reading. 

 Andrea is a graduate of The University of Texas at Austin with a BBA in accounting.  She holds a certificate in financial planning from the University of North Texas’ Professional Development Institute.  Andrea is a CPA* and has been a financial professional since she graduated from The University of Texas at Austin.  She spent over 12 years advancing her career in diverse corporate Finance and Accounting roles before directing her career in a personal financial planning direction. 

As a financial planner, Andrea feels she has the great opportunity to use her financial and interpersonal skills to help people gain direction and control of their money, a limited resource that so often causes stress, emotional uncertainty, and marital discord.  She seeks to help clients see their money as a powerful tool to utilize wisely so that they may achieve their life’s dreams on the foundation of their personal values.

Andrea enjoys working with business owners, families and individuals.   She considers it an honor to serve her clients with comprehensive financial planning, investments, and insurance.

Education / Licenses:

BBA in Accounting, The University of Texas at Austin

Certified Financial Planner

CPA*

University of North Texas PDI Financial Planning Certification Program

FINRA Series 66 Registration (Uniform Combined State Law)

FINRA Series 7 Registration (General Securities)

Registered Representative of MML Investors Services, Inc.

Texas General Lines Agent (Life, Accident, Health, and HMO)

Associations and Organizations:

Financial Planning Association

Texas Nursery and Landscape Association