Andrea is the firm’s CPA. With over 35 years as a CPA and Registered Investment Advisor Representative, Andrea possesses a wealth of tax and investment knowledge and implements financial planning strategies that keep tax costs low. Andrea has been in public accounting since 1987 and has been licensed as a CPA in Texas since 1989. Andrea graduated Cum Laude with a Bachelors in Business Administration, Major: Accounting, with equivalent minors in Finance and Economics from Texas A&M University in 1987. In 1995, Andrea began assisting her clients with investment advice and their Tax/Financial Planning needs. She specializes in personal, business, and estate taxation and planning. Andrea works closely with her clients, evaluating issues to provide planning opportunities to help them achieve tax savings as well as their long-term financial goals.
