Andrea is a member of the Advisory team at Choreo’s Petaluma office, where she focuses on Wealth Plans and provides ongoing support to the advisors. As an integral part of the Petaluma crew, she plays a key role in client service and ensures timely follow-up to client needs, helping to maintain a seamless experience.
Before joining Choreo, Andrea was a Client Service Associate at Enso Wealth, where she played a vital role in operations, client services, and day-to-day administrative functions to ensure seamless processes. Beyond financial services, Andrea has a background in education and counseling having served as an Associate Center Director at Lindamood-Bell Learning Processes, a Child and Family Case Manager at Seneca Family of Agencies, and an Elementary School Counselor at Petaluma City Schools.
Andrea is actively involved community and expresses her creativity as a singer and guitarist in Foxes in the Henhouse, an all-women Americana band recently named the Best Americana Band in Sonoma County by the Bohemian Magazine. Outside of work, Andrea enjoys spending time with family and friends, especially her two young children who keep her on her toes and fill her days with joy.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
EDUCATION