Portfolio Administrator

Andrea joined Acropolis in 2022 as a Portfolio Administrator.  She is currently responsible for client relationship management, portfolio analysis, operations & reporting.  Andrea enjoys helping clients by acting as the liaison between them and their accountant, attorney, insurance expert & banker.

Prior to joining Acropolis, Andrea spent 22+ years raising her 4 children as her primary occupation.  While raising her children, she was able to gain work experience by operating two e-commerce businesses and starting an independent elementary school.  She graduated in the late 90’s with a Bachelor’s and Master’s in Educational and Counseling Psychology from the University of Missouri-Columbia.  She completed her Psychological Examiner Certification from Missouri Baptist University in 2009 and also obtained her Master’s in Business Administration from Webster University in 2021. Andrea is a registered investment advisor representative.

In her free time, Andrea enjoys spending time with family and friends and relaxing at Table Rock Lake.