Andrea is passionate about creating and maintaining strong relationships with the clients and colleagues she works with. Andrea serves as the Senior Client Specialist for The Allen Group, she came to The Allen Group with 12 years of experience in the Investment Services Industry. Andrea holds Series 7 & 66 registrations, WA state Insurance License, and a Certified Retirement Planning Counselor designation.
Andrea stays involved in our community by volunteering and donating artwork to different organizations for fund raising purposes.
Andrea spends her free time with her life partner Tony and their two kids, both of their children are boys, 17 years old & 12 years old. They spend most of their family time at the lake or riding motorcycles when the weather permits.
Andrea is proud to be part of Baird - a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry's best and brightest. And employee ownership gives all of us a personal stake in our clients success. It's a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first - always.