Retirement Plan Consultant
Andrea is a Retirement Plan Consultant for Marcotte’s Retirement Plans team. Her focus is to assist plan consultants with developing investment reviews, managing and servicing client accounts and meeting with clients. Andrea is a graduate of the University of Nebraska-Kearney with a BSBA and has earned her Series 6 and Series 63 license. She has earned the Chartered Retirement Plan Specialist (CRPS) as well as the Accredited Investment Fiduciary (AIF). Originally from Duncan, Nebraska, Andrea and her family currently reside in Omaha. Outside of work Andrea enjoys running and watching her daughter’s dance recitals and softball games.