Senior Financial Advisor

Andrea's strong work ethic and entrepreneurial spirit were shaped early in life while working three jobs to put herself through college. A graduate of Drake University with degrees in Marketing and Management, she learned firsthand the value of discipline, perseverance, and thoughtful planning. Today, she brings those same qualities to helping clients navigate life's financial decisions with confidence.

Andrea chose a career in financial services after working in retail, where she built meaningful relationships with families and discovered how much she enjoyed helping people and getting to know them. At the same time, she had a growing interest in personal finance, having experienced both sides of the balance sheet firsthand, from finding ways to pay for college through work and student loans to learning how to build and preserve wealth. Those two passions naturally came together when she began her career as a licensed banker with Wells Fargo. Over time, her focus shifted from banking to investment planning and wealth management, where she found her true calling in helping clients navigate life's financial milestones.

Since 2009, Andrea has worked with individuals, nonprofit organizations, associations, business owners, and multi-generational families, helping them build, manage, preserve, and transfer wealth. She enjoys working with families across generations, from helping young adults take their first steps toward financial independence to guiding retirees through wealth preservation, legacy planning, and the thoughtful transfer of assets to future generations.

Andrea believes financial advice should be about more than investments and account balances. Her mission is to be more than just a financial advisor. She strives to be a trusted partner throughout her clients' life journeys, helping them get their financial houses in order so they can focus on what matters most, whether that's supporting their families, pursuing lifelong passions, giving back to their communities, or checking off long-awaited bucket list adventures. She takes the time to understand each client's unique goals and dreams, answering questions, planning for the future, and empowering them to make informed decisions with confidence. Known for her responsiveness and genuine care for the people she serves, Andrea takes pride in building lasting relationships that often span multiple generations.

Andrea is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Wealth Management Advisor℠ and an Accredited Asset Management Specialist℠ professional.  She draws on these advanced credentials to help her deliver comprehensive wealth management strategies tailored to each client's needs.

Throughout her career, Andrea has been recognized for her commitment to clients and professional excellence. She has been named a member of the Wells Fargo Advisors Platinum Council¹ (formerly Premier Advisor) in 2013 and consecutively from 2016 through 2026. She has also been recognized by Forbes as a Best-in-State Wealth Advisor² in 2021, 2022, 2023, 2024, 2025, and 2026, and as a Forbes Top Women Wealth Advisor Best-in-State³ in 2023, 2024, 2025, and 2026. While grateful for these honors, Andrea considers the trust her clients place in her and the relationships she has built with generations of families to be her most meaningful accomplishments.

A lifelong learner, Andrea is passionate about continuous personal and professional growth. She enjoys staying current on industry trends, exploring innovative investment strategies, and embracing technology that enhances the client experience. Whether through professional development, reading, travel, or discovering new tools and technologies, she believes there is always something new to learn and another way to improve.

She is particularly passionate about helping families prepare future generations for financial success through education, open conversations, and thoughtful planning. Financial literacy has long been an important part of Andrea's community involvement and her work with clients and their families.

A proud Iowa native, Andrea lives in Urbandale with her husband and two children. She is active in her community, teaching financial literacy and has served in leadership and board roles with organizations including Susan G. Komen Greater Iowa and the Mind & Spirit Counseling Center.

Outside the office, Andrea enjoys spending time outdoors with her family and pursuing interests that reflect her passion for stewardship, sustainability, and adventure. An avid gardener, she enjoys planting trees, composting, collecting rainwater for her gardens, and continually learning new ways to create a more sustainable home environment. She loves spending time on and around lakes, swimming, boating, and enjoying Iowa's natural beauty.

Travel is another lifelong passion. Whether embarking on bucket-list adventures, taking road trips to America's national parks, hiking scenic trails, or exploring new destinations by bicycle, Andrea enjoys experiencing the outdoors with her family. Many vacations include bringing bikes along or renting them locally to discover a destination from a different perspective. Most of all, she cherishes spending time with her family, supporting her children's activities, creating lasting memories, and embracing opportunities for adventure together.

Whether she is helping clients prepare future generations for success, planting trees that will grow for years to come, or exploring a new national park with her family, Andrea believes in investing time and energy into the things that create lasting value.

 

¹2024-2026 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2013, 2016-2023 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

²See full list of 2026 winners: Forbes award page, https://www.forbes.com/lists/best-in-state-wealth-advisors/

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24

2024 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 February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20

(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 See full list of 2026 winners: Forbes award page, https://www.forbes.com/lists/best-in-state-women-advisors/

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24

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 9/30/21 - 9/30/22

(Source: Forbes.com). Forbes Top Women Wealth Advisor Best-in-State 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.

Registered Client Associate

Ryan joined Wells Fargo Advisors in 2025, bringing with him more than a decade of experience across Wells Fargo’s Retail Banking and Home Mortgage divisions, where he built a strong reputation for client-focused service and operational excellence. His diverse background has shaped a well‑rounded approach to supporting clients and navigating complex financial needs.

A Waukee High School graduate (Class of 2010), Ryan continued his education at Iowa State University, where he studied kinesiology. Outside the office, he embraces discipline and balance through bodybuilding, enjoys diving into a good book, and is an enthusiastic supporter of Iowa State Cyclones athletics.

Ryan lives in Waukee with his wife, Erica, their daughters, Willa and Vera, and their golden retriever, Margo.

Client Associate 

Trevor joined Wells Fargo Advisors as an Intern in 2023 and in 2024 as a Client Associate. He is excited to continue to learn about the financial services industry. Trevor Graduated from Urbandale High School and is working on his Business Degree at DMACC. In his spare time, he enjoys traveling and spending time with friends and family but can also often be found bowling.