Investment experience: 25 years, 25 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 California State University, Chico. She currently serves on the board of directors of the Boys and Girls Clubs of the Peninsula, which offers at-risk youth of the San Francisco Peninsula the opportunity to achieve their full potential as productive, responsible, and caring citizens. Andrea is married and has two daughters who keep her busy with Girl Scouts, soccer, and homework.