Industry Recognitions
Andrea was named as a member of Wells Fargo Advisors Platinum Council (previously known as Premier Advisor) Consecutively from 2016 to 2023, and in 2013.1
Andrea has been named as one of Forbes Best in State Wealth Advisor in 2021, 2022 and 20232
Andrea has been named as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 2
Andrea has been named as one of Forbes Top Women Wealth Advisor in 2020, 2021 and 20222
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 3
Andrea was names as one of Forbes America’s Top Next-Gen Advisors List in 2017 and 2018 3
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.
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,. 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 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.