Andrea thrives on connection, curiosity, and helping people navigate life’s transitions.
As a Client Service Associate, she enjoys getting to know clients, learning their stories, and ensuring every interaction feels seamless and supported. Whether she’s assisting with an account transfer, helping a client through a major life event, or tackling an unexpected challenge, Andrea brings a thoughtful approach and genuine care to every relationship.
Before joining the Curo team, Andrea gained experience with both Kestra Financial and Charles Schwab, giving her a well-rounded understanding of advisor operations and client service. She also spent time working as a paralegal in areas including immigration, family law, and estate planning. Those experiences exposed her to some of life’s most important and sensitive moments, strengthening her ability to listen, problem-solve, and support individuals and families through change.
Andrea is originally from Dallas and earned her bachelor’s degree in business management from Western Governors University. She is pursuing additional industry licensing as she continues to grow her career in wealth management.
You’ll rarely find Andrea sitting still. When she’s not at work, she is hiking, swimming, trying new food, or jogging with her German Shepherd, Zoey. She is constantly in pursuit of new experiences, meeting interesting people, and embracing whatever adventure comes next.