Expert Financial Planner and Strategist to High Net Worth Individuals and their Families
Andrea views herself and her colleagues at Shakespeare as more than just “financial planners;” they’re advisors tasked with guiding clients to security, fulfillment, and happiness. Andrea prefers to get to know each client and their story before identifying and prioritizing their financial goals. This intimate process allows her to plan for her clients’ every life adventure, as well as for their future legacy.
One of the most rewarding aspects of financial planning for Andrea (in addition to achieving financial success for her clients, naturally) is educating them so they completely understand the financial planning process. She lives for the “Aha!” moments.
Andrea received her Master’s degree from the University of Minnesota and earned her CFP® designation in 2009. She also an active member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Fee Only Network.
Andrea grew up in Pewaukee not far from the Shakespeare office and currently lives in Merton with her husband and 3 children. She spends most of her free time with her children, teaching Sunday school, running, biking and participating in triathlon events.