Professional

I have 15 years of experience as a business planner, as well as a project and financial manager. With a degree in mathematics and finance from San Diego State University, I followed my dreams to help others make their financial dreams a reality. I provide a holistic approach to personal and business financial planning from risk management, wealth accumulation, and wealth preservation & distribution.

Andrea holds Series 6 and 63 securities licenses. 

Education

Bachelor of Science in Mathematics (with an emphasis in Finance) from San Diego State University

Personal

My husband Shawn and I, have two active children, Samantha and Aiden. We spend most of our time shuttling the kids from soccer, swimming, and guitar practice. As natives of San Diego, we enjoy spending time with family and longtime friends. I serve my community by dedicating my time to Human Rights Campaign, Project Management Institute of San Diego, as well as the Women’s Museum of California.

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:

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate 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.

Downtown Milwaukee, WI Skyline