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
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