Andrea brings over 20 years of experience in client support, operations, and service leadership across the mortgage and financial services industries.  She holds a Bachelor of Science in Finance from Southern New Hampshire University, where she graduated Summa Cum Laude, and is currently pursuing an MBA from Southeast Missouri State University, with an expected graduation in summer 2027.

As a foundational member of Insight Wealth Partners, Andrea played a pivotal role in building the firm’s operational infrastructure and client service frameworks.  Her deep operational expertise enables her to deliver a highly personalized client experience while maintaining exceptional standards of efficiency, accuracy, and follow-through.

Andrea collaborates closely with the firm’s advisors to coordinate client meetings, manage complex service requests, support research initiatives, and lead special projects that enhance the overall wealth management process.  Recognized for her meticulous attention to detail and genuine dedication to client care, she ensures every action item is executed seamlessly and every interaction reflects the firm’s commitment to excellence.

Outside of work, Andrea is deeply involved in her community.  She and her husband, John, are active members of St. Joseph Catholic Church in Richardson, where she participates in ministries such as Alpha and OCIA.  She previously served as Accounting Chair for the American Cancer Society’s Relay for Life event in Plano and continues to support various local benevolence and outreach initiatives.

In her free time, Andrea enjoys quality moments with her husband and their pets—three cats named Skittles, Dodger, and Pio, and two huskies named Gandalf and Legolas.  She is also an avid reader, cross-stitcher, and dedicated volunteer with local animal rescue organizations.