Financial Planner Financial Advisor Investment Advisor Representative
Office Locations: Indianapolis IN, Merrillville IN
I truly offer a holistic planning approach rooted in providing advice and guidance aimed at clarifying things for my clients.
Why clients choose to work with Andrea:
My clients often felt that their prior financial professionals seemed primarily interested in doing things that would elicit some sort of compensation. In me, those clients say that they have found a planner totally focused on their needs. As we build their Success Stories, we might discuss one specific financial matter and, in working through that primary concern, other needs surface and are addressed. My process is built around meeting the client’s needs, first, last and foremost.
Secrets to her Success
I Put myself in my clients’ positions. This drives me to constantly deepen and improve my knowledge, array of offerings and my client relationships.
More Information about Andrea
Jeff's BackstoryI am a graduate of Indiana University, where I received a BA in Psychology with a concentration in Business. Throughout my working life, I have always viewed situations as 3-dimensional puzzles. It has been my job to disassemble the pieces, view them from all sides and work with the stakeholders of the situation to reassemble the pieces in a way that makes more sense or improves their situation. I started my career in Executive Recruitment and entered the Financial Services industry in 1994, as the recruiter for a startup stock trading firm in Cincinnati, Ohio. The firm gained momentum quickly and I realized that I preferred the firm’s market-driven aspects to the recruitment side. Together with a partner, I acquired, ran and sold the firm. I then returned to Chicago as VP of a national online trading firm. After the changes in the online trading industry caused by the events of 9/11/01, I turned my focus to individual money management. My brother, Mike and I had parallel careers and always wanted to work together; but ,my location in Chicago made this challenging. In 2008, an opportunity arose for me to join Mike’s group, adding coverage in Northwest Indiana and Suburban Chicago. Although I lives in Evanston, Illinois, I love working in NW Indiana and take the commute in stride. I added a Skokie, IL office in 2015 and have established myself in Merrillville over the past decade.
Personal Interests and MotivatorsFamily, Music, Vintage Watches
My HobbiesMusic Throughout my life, music has been my constant companion. My uncle gave me a harmonica when I was 10. Over the years, I have continued to play and have added to my “harp” collection, but to this day, because of its origin, that first harmonica is my favorite. For better or worse, I have been known to fish a harp out of my pocket and spontaneously join musicians on state to add some harmonies to their music. Vintage Watches I like old watches. I like the craftsmanship, style from bygone eras and, the stories these timepieces tell. Some are collectable, some are just great to wear.
Licenses & Certifications
Licenses & Certifications: https://brokercheck.finra.org/individual/summary/4921444
FINRA Series 66 - Uniform Combined State Law Examination
SIE - Securities Industry Essentials Examination
FINRA Series 7 - General Securities Representative Examination