Client service manager dedicated to making every step of a client’s financial journey feel personal, organized, and seamless. 

Education: University of Colorado – Boulder, Leeds School of Business, Bachelor’s Degree in Business Administration; Boston University, Financial Planning Program (pursuing CFP® certification) 

Recognition: 2025 CFP® Board Scholarship recipient 

Affiliations: Financial Planning Association of Colorado, Pro Bono Committee 

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Over 15 years working in the financial services industry, I’ve built a reputation for operational excellence with a sharp focus on the moments that shape a client’s experience from start to finish. I take a thoughtful, detail-oriented approach with every client, making sure each interaction feels personal and that nothing falls through the cracks. 

I’m currently enrolled in Boston University’s Financial Planning Program, where I’m working toward my CFP® certification. I’m a proud recipient of a 2025 CFP Board Scholarship, which supports the development of aspiring financial planners from underrepresented communities and expands diversity within the profession. I’m also an active member of the Financial Planning Association of Colorado, where I sit on the Pro Bono Committee. 

How I work with clients 

I believe the client experience is built in the details. My role is to make sure every step of working with Moneta feels smooth, well-organized, and personal, whether that’s coordinating a request, preparing for a meeting, or simply following up when I said I would. 

I take the time to understand what matters to each client so I can anticipate their needs rather than just respond to them. Nothing falls through the cracks on my watch, and I take real pride in being the steady, dependable presence behind the scenes of a client’s financial life. 

Andrea outside the office 

I live in Denver, where I spend my free time with family and friends. I’m big into strength training, and I love trying new recipes in the kitchen.