“I love to take what comes as second nature to me and help others feel a sense of calm when their personal finances and household affairs are organized based on a system that works for them.”

Andrea graduated from Indiana University with a Bachelor of Science in Accounting.  She has held various roles with The Derm, a dermatology practice on the North Shore, Schuler Scholar Program, RREEF, Heitman and Arthur Andersen.  While honing her financial and accounting skills in all positions, she also worked on budget preparation and management, negotiated contracts and resolved many medical insurance related issues for patients.  She is extremely organized and has a very calming nature which immediately puts others at ease.

Andrea and her husband Scott reside in Deerfield, IL where they are raising two children who are now off at college.  She is looking forward to combining her accounting background with her strong organizational skills in her role as a Client Advocate.

Her background includes:

Bachelor of Science in Accounting
Indiana University, Bloomington, IN

Accounts Receivable and Inventory Manager, The Derm
Business Manager, Schuler Scholar Program
Operations Analyst, RREEF Alternative Investments
Account Operation Analyst, Heitman
Staff Auditor, Arthur Andersen & Co

Volunteer Work: Cancer Wellness Center; Kipling Elementary School, PTO Volunteer

Passions: Andrea enjoys spending time with family and friends, travel, exercise, watching movies and reading.

How she makes a difference: “I want to provide clients with a sense of control over their financial and household responsibilities by getting them organized and set with a system that works for them.”