Your IWP Team

Perspective. Discipline. Stewardship.

Andrea Charles

Sr. Operations Specialist
Experience: 15 years

Andrea has 15 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, provides critical support to IWP’s comprehensive wealth management service process and offers a high level of client service.

Andrea and her husband, John, are members of St. Thomas Aquinas Catholic Church in Dallas, where she is an active member of Bible Studies. She has served as an 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 volunteers regularly for New Beginnings Cat Rescue in Garland. She also enjoys reading, cross-stitching, baking, and cuddling with her adorable cat Cullen and dogs Gandalf, The Precious and Frodo.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX