As the Client Servicing Administrator, she is responsible for preparing paperwork for clients to help facilitate a smooth experience during the onboarding process. Additionally, she works with clients and planner to establish accounts and the logistics involved in executing their plan.
What drives her is knowing that she is doing her best to contribute to the good of the team. In this company especially, she works collaboratively to deliver the best possible experience for clients, and she prides herself on knowing that she’s putting forth her best effort.
Andrea loves to cook, knit, read, paint, travel and walk her dog. She also enjoys visiting art museums, attending sporting events and concerts with her husband, and bowling. She enjoys the outdoors with family while visiting California or hosting them here in Washington.