Andrea has eight years experience in client support in the mortgage and financial industries. Her extensive knowledge of operations at Insight Wealth Partners allows her to personalize each of the advisor’s meetings to meet the individual needs of the client. She provides personal follow through to ensure all action items reach fruition. She also supports the advisors with research and special projects, and she provides critical support to IWP’s comprehensive wealth management service process. Andrea attends Woodcreek Church, a Fellowship Bible Church in Richardson where she is an active member of Bible studies. She has served as Accounting Chair for the Plano Relay for Life for the American Cancer Society and participates in other benevolence ministries. In addition to working full time for IWP, Andrea is actively pursuing a degree in Biology, taking several courses per semester. She enjoys reading, cross-stitching, baking, and cuddling with her adorable cat Cullen. |
