Andrea joined the Firm as a Financial Advisor in 2015 and is a partner of Cuddy Wealth Management. She has invaluable insights as she navigates the ever-changing investment environment. Listening carefully to clients’ aspirations, she helps structure portfolios designed to create and maintain the retirement they envision. She believes that investing is highly personal, and your portfolio should reflect your values and interests. Andrea loves helping her clients and making a difference in their lives by helping them plan for the security of their financial future.
Andrea earned her bachelor’s degree in Finance from the University of Nevada, Reno and holds the Chartered Retirement Planning Counselor designation as well as the series 7, series 66, licenses in Life, Health, and Variable Insurance. Andrea volunteers with various projects in her community with her husband. They lead a very active lifestyle skiing, rock climbing, swimming, training for obstacle races, and traveling.