portrait of Andrea M Petersen
FINANCIAL ADVISOR
Accepting New Clients
CallSend Me a Message

About Andrea

I absolutely love building long-term relationships with my clients because it allows me to understand what is truly most important. I focus on partnering with individuals, families and businesses, offering an exceptional client experience. My extensive human resources background provides a robust foundation in serving my clients. Our working relationship will continue to deepen as you achieve your goals and create new ones throughout your life!

I met my husband, Mike, in Saipan and our adventure continues to be amazing! During our first year of dating, I convinced him to ditch the flip flops, buy some fishing boots and a...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • LGBTQ+ Finances
  • Insurance & Annuities

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Columbia Southern UniversityMasters
  • Oklahoma City UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Skiing
  • Mountaineering
  • Pickleball

Team Members

  • Kim Betts
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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