Advisor profile

What you can expect when you work with me

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.

Get started
10
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, 2023
  • Working Mother Top Wealth Advisor Moms, 2019-2020
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Forbes Top Next-Generation Wealth Advisors, 2024

Community participation

Coach Andrea
Coach Andrea
  • Andrea has a passion for youth sports in our community. She believes that providing safe and affordable opportunities for kids allows them to learn lifelong skills that better their future. She's the President of West Salem Youth Basketball and is a volunteer for the West Salem Little League.
  • Andrea provides financial education for women in our community through seminars and workshops. She desires to help women be financially independent and confident in their future.

Interests

  • Andrea and Jason got married in 2023 and have a loud, fun, and beautiful blended family with 5 kids. She spends most of her time outside of work soaking up every moment supporting their kids and cheering them on at all of their sporting events and extracurricular activities.
  • Andrea and Jason are business partners and love that they get to do what they're passionate about together. They love 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.

My photos

2 albums
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