Industry Recognitions
Andrea was named as a member of Wells Fargo Advisors Platinum Council (previously known as Premier Advisor) Consecutively from 2016 to 2024, and in 2013.1
Andrea has been named as one of Forbes Best in State Wealth Advisor in 2021, 2022, 2023 and 20242
Andrea has been named as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 3
Andrea has been named as one of Forbes Top Women Wealth Advisor in 2020, 2021 and 20224
Andrea was named as one of Working Mother Magazines as a Top Wealth Advisor Mom in 2017, 2018, 2019, 2020 and 2021. 5
Andrea was named as one of Forbes Top Next-Gen Wealth Advisors Best-In-State in 2019, ranking 5th for Iowa 6
Andrea was names as one of Forbes America’s Top Next-Gen Advisors List in 2017 and 20186
1The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
22024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21
2021 Forbes Best-In-State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21
(Source: Forbes.com). The Forbes Best-in-State Wealth 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. 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.
3 2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23
2023 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22
42022 Forbes Top Women Wealth Advisors: Awarded Feb 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21
2021 Forbes Top Women Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/219 - 9/30/20
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19
(Source: Forbes.com) . The Forbes Top Women Wealth 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. 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.
2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21
2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19
2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18
2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17
5(Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, Investment performance is not a criterion.
6The 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,. 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.
Andrea has been named as one of Forbes Best in State Wealth Advisor in 2021, 2022, 2023 and 20242
Andrea has been named as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 3
Andrea has been named as one of Forbes Top Women Wealth Advisor in 2020, 2021 and 20224
Andrea was named as one of Working Mother Magazines as a Top Wealth Advisor Mom in 2017, 2018, 2019, 2020 and 2021. 5
Andrea was named as one of Forbes Top Next-Gen Wealth Advisors Best-In-State in 2019, ranking 5th for Iowa 6
Andrea was names as one of Forbes America’s Top Next-Gen Advisors List in 2017 and 20186
1The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
22024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21
2021 Forbes Best-In-State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21
(Source: Forbes.com). The Forbes Best-in-State Wealth 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. 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.
3 2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23
2023 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22
42022 Forbes Top Women Wealth Advisors: Awarded Feb 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21
2021 Forbes Top Women Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/219 - 9/30/20
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19
(Source: Forbes.com) . The Forbes Top Women Wealth 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. 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.
2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21
2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19
2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18
2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17
5(Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, Investment performance is not a criterion.
6The 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,. 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.