Investment experience: 28 years, 28 years with firm

Andrea joined the firm in 1981. Her current responsibilities include developing and implementing investment policies for individual clients, financial planning, and maintaining client relationships. Andrea received her BS from CSUC. She currently serves on the board of directors of the Boys and Girls Clubs of the Peninsula, where the mission is to guide and inspire the youth of the community to develop the attitudes and life skills they need to achieve their full potential. Andrea is married and has two daughters who keep her busy with Volleyball and homework.