Why Use This Tool?

The path to financial independence has changed. In a world where pensions are disappearing, the cost of higher education is rapidly increasing, and the stability of Social Security is in question, we are being asked to take greater responsibility for our financial futures. To meet the task, we must be knowledgeable about the opportunities, risks, and solutions that will affect us as we strive for financial security and work to preserve our wealth for the generations that follow.

Against this backdrop, Wisdom Wealth Strategies is uniquely positioned as a resource to our clients. We recognize that Americans are in critical need of unbiased, objective, expert guidance for their financial decisions. We are committed to a process that provides transparency and clarity. As independent advisors without selling agreements or product contracts, we are free to provide what is truly important: Expert Guidance and Purposeful Planning.

A WORD FROM ANDREA: My greatest passion in my practice is helping individuals financially prepare and successfully transition into retirement. Simply put, I help individuals decide if they can afford to retire, how they will create income in retirement, and how to protect themselves against outliving their retirement income. I specialize in planning for the use of pensions, creating retirement income, and managing tax efficiency. Over the many years of working with my clients, our relationships often develop into valued, trusted friendships.

It is important to me to be active in my community and share my expertise. I serve on the board of directors for the Colorado Chapter of the Financial Planning Association and am an advisor to the University of Denver chapter of Alpha Kappa Psi, the oldest professional business fraternity in the country. I am a frequent volunteer for financial literacy programs. I often share insights and conduct interviews as a guest expert on local news programs, and have published articles in the online business section of The Denver Post.

I co-founded Wisdom Wealth Strategies with the goal of providing access to quality, accurate, honest financial advice. I focus on helping my clients gain the clarity and knowledge that allows them to reach peace-of-mind and financial independence.  

Born and raised in a small town in Eastern Colorado, Andrea is a native of Colorado. Andrea completed her undergraduate degree at Roanoke College in Salem, Virginia. A major in Business Administration with a focus on finance prepared her well for a career in a finance-based industry. While at Roanoke College, she spent a semester studying international business practices in London, England at Regent’s College and European Business School. She graduated Magna Cum Laude with Honors.

Andrea started her financial-planning career with a firm in Denver. Andrea quickly rose to the position of Senior Investment Executive with the firm. After nearly 5 years, she left the firm and founded Wisdom Wealth Strategies. Wisdom Wealth Strategies is the product of continuous, diligent, practical experience with the financial planning needs of Americans.

A WORD FROM ANDREA: I firmly believe in the value of continuous education and consider myself a student of my profession. As the landscape for financial planning and investment planning changes, I make a concerted effort to stay abreast of the changes that will affect the lives of my clients. I have attained the Certified Financial Planning® designation (CFP) and the Chartered Financial Consultant (ChFC) designation. These designations are widely recognized as the premier designations for comprehensive financial planners and are designed to develop planners who are competent in the areas of investment planning, tax planning, estate planning, insurance planning, and employee benefits planning.