Care In Every Detail
For Andrea, the relationship always comes first. Understanding a client’s life and goals matters just as much as understanding their portfolio.
As Operations and Client Service Coordinator, Andrea handles client service and all the details that keep things moving smoothly behind the scenes. Alongside her operations work, she participates in client meetings and the financial planning process, working closely with the firm’s advisors as she continues to grow in her career.
Andrea earned her B.A. in Communication from Buffalo State University and began her investment career in 2022, advancing from a client service role into financial planning. She was drawn to RVA Wealth Management by how much heart the team brought to their work, from the depth of planning to the thoughtful approach.
Outside the office, Andrea’s favorite adventure buddy is her son, and the two never turn down a chance to explore, big or small. Some days that means finding a new trail along the James River or a hike in the Blue Ridge. Other days it’s a new restaurant to try, or Andrea getting talked into her son’s latest interest.
EDUCATION
B.A. in Communication, SUNY Buffalo State University