Andrea is a CERTIFIED FINANCIAL PLANNERTM professional
Accredited Wealth Management AdvisorSM
Accredited Asset Management SpecialistSM
Recognitions
2022 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2022 Named as one of Forbes Best in State Wealth Advisor2
2022 Named as one of Forbes Top Women Wealth Advisor2
2021 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2021 Named as one of Forbes Best in State Wealth Advisor2
2021 Named as one of Forbes Top Women Wealth Advisor2
2021 Named as one of Working Mother Magazine as a Top Wealth Advisor Mom5
2020 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2020 Named a Forbes Top Women Wealth Advisor2
2020 Ranked by Working Mother Magazine as a Top Wealth Advisor Mom5
2019 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2019 Ranked 5th in Iowa on Forbes Top Next Gen Best-In-State Wealth Advisors List3
2019 Ranked by Working Mother Magazine as a Top Wealth Advisor Mom5
2018 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2018 Named to Forbes America’s Top Next-Gen Advisors List4
2018 Ranked by Working Mother Magazine as a Top Wealth Advisor Mom5
2017 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2017 Named to Forbes America’s Top Next-Gen Advisors List4
2017 Ranked by Working Mother Magazine as a Top Wealth Advisor Mom5
2016 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
2013 Andrea achieved Premier Advisor1 distinction with Wells Fargo Advisors
1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past 2 years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
2,3,4The Forbes Top Women Wealth Advisors, Forbes Best in State Wealth Advisors, Forbes Top Next-Gen Wealth Advisors Best-In-State3 and Forbes America’s Top Next-Gen Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.
5The Working Mother’s Top Wealth Advisor Moms ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Working with a CFP® professional
Giving your money purpose an empower you to spend it on what really matters to you. A Certified Financial Planner (CFP®) can guide you through our Lifesync SM process, leading to meaningful conversations that help you clearly define and understand the “jobs” your money can do. Whether that is making a major purchase, sending your children to college or providing for a future lifestyle. A CFP can help you explore a range of scenarios while understanding the potential trade-offs required along the way.
What the process looks like
A CFP guides you through the process of planning and advises on potential strategies that are tailored to your desired outcomes.
Understand
A CFP® professional seeks to uncover what is important to you and guide you through the questions to help you make informed decisions in reaching your desired outcomes.
Plan
Whatever the goal, A CFP® professional can help you think about money in a deliberate way, guiding you towards making decisions based on your objectives.
Propose
A CFP® professional helps bring it all together into a clearer focus. Through simulated what-if scenarios, you can see how your decisions can potentially influence your overall plan.
Implement
A CFP® professional taps into an array of solutions to build a step-by-step plan to help you in realizing your goals.
Revisit
Working with a CFP Professional is an o-going process that adjusts accordingly to the many changes you may experience over the course of your life. A CFP Professional will revisit your overall plan to ensure you are either still tracking to your original goals, or identify if adjustments should be made to accommodate new goals or unexpected life events.
Qualifications of a CFP® professional
To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience, and ethics requirements as set forth by the Certified Financial Planner Standards, INC.
Education
Taking a comprehensive approach to meeting clients’ financial needs, a Financial Advisor with the CFP® certification has completed training on nearly 100 integrated financial topics, including:
• General principles of financial strategies
• Insurance planning and risk management
• Employee benefits planning
• Retirement and estate planning
In addition to finishing the coursework on financial topics, the candidate is required to have earned a bachelor’s degree (or higher) or its equivalent, in any discipline, from an accredited college or university.
What is the CFP Board?
The Certified Financial Planner Board of Standards, Inc. (CFP Board) establishes and enforces the education, examination, experience, and ethics requirements for CFP® certificates. Founded in 1985 as the International Board of Standards and Practices for Certified Financial Planners, Inc., the CFP Board is a professional regulatory organization that acts in the public interest by fostering professional standards in personal financial planning.
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Accredited Asset Management SpecialistSM or AAMS®
Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Accredited Wealth Management AdvisorSM or AWMA®
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Wells Fargo Advisors in not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.