We free clients from financial stress and worries so they can live the life they envision.
Personal
My History That Started With Northwestern Mutual
Andrea has been a part of the Northwestern Mutual team since 2010. She initially began working in the Recruiting department, later transitioned to the Accounting department, before making her final transition as a Financial Advisor. She fell in love with the company years ago and knew this was a company she would always call 'home'. Andrea comes from a family of entrepreneurs so she has known for a long time that she wanted to own her own business and wanted to make an impact. It wasn't until her father, a second generation small business owner, passed away unexpectedly, that it became clear that this line of work was meant for her. Through her own families loss, she developed a passion for finding ways to bring value to families and businesses in her community. Not only value, but security and peace of mind through strategic financial plans. Being a Financial Advisor with Northwestern Mutual allows her to fulfill this passion and is a longtime dream of hers.
Personal History and Values
Andrea graduated in 2005 from Our Lady of Providence High School in Clarksville, Indiana. She later went on to complete her Bachelors degree in Finance from Indiana University.
In 2021, like so many others, her and her family made the decision to take a huge leap and move from Southern Indiana to South Florida. Through Covid19, Andrea began working with clients virtually which allowed her to expand her territory to work nationally. Her financial practice works with everyone ranging from individuals early on in their careers looking for advice on how to make smart financial decisions and set themselves up for success, to individuals approaching retirement who want assistance with retirement strategies and creating generational wealth.
For every one minute you spend preparing today, you save ten minutes tomorrow.
My Family
Andrea is married to her high school sweetheart, Andrew, and they have three children, Archer, Everett, and Winston.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Delray Beach Chamber of Commerce Board of Directors
The Greater Delray Beach Chamber of Commerce is comprised of nearly 800 businesses and professional firms working together to make Delray Beach a great Community. For nine decades, the Chamber has served as the hub of business where stakeholders intersect with government, technology, health care, education, economic development, tourism, arts, culture and non-profit interests. The Chamber’s long-time business owners coupled with new up and coming entrepreneurs create a vibrant business landscape. In fact, it is one of only 300 chambers in the country that is accredited by the U.S. Chamber of Commerce, placing it in the top three percent of all Chambers in the United States.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
One of the things that makes us unique in the Financial Services Industry is our ability to do comprehensive Financial Planning. Years ago you had a banker, an insurance agent, and a money manager. Now there are a handful of companies who have the ability to look at the whole picture and give advice on how to plan holistically.
Most of our clients have things in place. Whether it is a 401(k) through work, or some life insurance they bundled with their car insurance. However, most people we talk with are looking to make sure that all of those components are working together. They want confirmation that they are being efficient, and that addressing all of their needs.
Financial Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Education Planning & Funding
Business Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
