Andrea serves as Assistant Vice President, Director of Client Operations, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in the financial industry.
Prior to joining the former Heritage team, Andrea worked for seven years at WatersEdge Advisors.
After attending Toccoa Falls College in Georgia, Andrea completed Cannon Trust School and earned her Certified Trust and Fiduciary Advisor certification from the American Bankers Association.
Andrea serves on the board of the Oklahoma Association of Charitable Gift Planners, and is a member of the National Association of Charitable Gift Planners, and the Oklahoma City Estate Planning Council.
In her spare time, Andrea enjoys spending time with her family, cooking, traveling and attending football games.
