Andrea has a been in the financial industry over 25 years working with a variety of clients and small business owners helping them navigate their financial futures. Andrea focuses on the big picture of comprehensive financial planning to formulate strategies to deal with the unique challenges facing clients near and through retirement.
With all the twists and turns one can experience in their financial lives, Andrea utilizes her diverse business acumen and financial credentials to help clients navigate their paths to potential changing life circumstances. Andrea holds the Series 7, 63 and 65 licenses. In addition, she holds the CLU (Chartered Life Underwriter), and the ChFC® (Chartered Financial Consultant) Professional Designations.
A life long East Tennessee native, Andrea graduated from Maryville College with a degree in Management where she met her spouse Joel. They have two children, Madalyn, also an MC grad and Joshua, a recent graduate of the University of Tennessee. Andrea is the former board president of a local nonprofit, Kingdom Design Ministries and is an active supporter of her church.