Andrea has worked in the financial services industry since 1998, when she started out in futures and commodities on the trading floor of The Chicago Mercantile Exchange. In 2000, she developed a passion for helping individuals and families, and her career tracked toward delivering wealth management strategies and comprehensive financial planning services. Since then, she has held rewarding financial advisor roles at Charles Schwab, E*TRADE and UBS Financial.

Andrea lives with her husband in Palm Beach, Florida, where she enjoys swimming, scuba diving, live theater productions and art history.