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Andrea joined Vintage in 2019 as a financial planner. Andrea is a part of the tax team and financial planning committee. She also manages the 529 education accounts for clients. She is a bridge between the financial advisors and the client account specialists, having the unique ability to understand and communicate the needs between both roles. Andrea’s passion is ensuring that clients are served with a streamlined approach between advisors and specialists.
Andrea grew up in West Branch, Michigan. While in college, Andrea interned at a financial planning firm in the Metro Detroit area and was a member of the Chippewa Marching Band. She was also a money mentor for her university’s Financial Wellness Collaborative where she gave presentations and answered questions from students about financial education and wellness.
Andrea lives in Ann Arbor with her husband, John. She is an active member of St. Francis of Assisi Parish and plays trombone in the Ann Arbor Concert Band. In her free time, Andrea enjoys visiting national parks, hiking, reading, and taking walks with her Mini Springerdoodle puppy, Willow.
Education, Licenses, Certifications and Designations Held:
