Client Service Advisor
AndreaC@InnoviaWealth.com
616-930-4099
As a client service advisor at Innovia Wealth Management, Andrea assists clients at every step of the way from account opening paperwork to scheduling meetings to fielding questions about their accounts.
Andrea’s special talent is her ability to relate to people and her innate ability to help them solve problems. She came to Innovia in 2022, after five years as client service manager for Keating Investment Counselors, Inc., a wealth manager in Florida.
Prior to her move into financial services, Andrea worked in the educational field both as a career planning specialist and as an admissions counselor for Keiser University, maintaining relationships with students throughout their studies and beyond. During her service and people-oriented career, she also worked as a restaurant corporate trainer.
She has a bachelor’s degree in history with concentrations in business and Spanish from Michigan State University. Andrea also earned a Certificate of Completion to become a Certified Financial PlannerTM from Florida Atlantic University and plans to sit for the CFP® exam in the near future. She is also planning to study for and earn the Chartered Financial Consultant® (ChFC®) designation.
A lifelong music lover, outside the office Andrea enjoys going to concerts, supporting the arts, watching sports, especially MSU basketball and football, and spending time with her family.