Andrea specializes in wealth management and retirement planning, working with individuals interested in investing, building wealth and creating financial independence. Prior to entering the securities industry, Andrea spent over 15 years working in various finance positions in the US and abroad. Andrea graduated from the University of Tulsa with a degree in Business Management.
She is securities licensed with series 7, 63 and 66 and holds state licenses in AR, CO, DE, FL, KY, MO, NJ, NM, NY, OK, TX, and VA. Andrea holds an Investment Advisor Representative license in Oklahoma and is also insurance licensed in Oklahoma.
Andrea works with individuals and families providing exclusive, tailored service to every client. She also specializes in income strategies for retired clients and clients who want to make sure there is a plan in place before retiring.
Her role as a Financial Advisor/Registered Representative is to provide the discipline and financial planning tools needed for her clients to be prosperous in all stages of life.