Andrea J. Wilson MSPFP, MPAS®, CRPC®, CRC®
I’d like to start by saying hello! Before I give you a bit of background, let me begin by saying how excited I am for you to be on our website!
As the founder of Cornerstone Financial Strategies, LLC I would first like to say, Welcome and thank you for your interest in us! For over 25 years I have been a wealth manager and to put it simply, I love my job! I started this firm with the goal to provide my clients with the tools necessary to achieve the financial freedom they deserve along with the help of a wealth manager they can trust. It brings me a great amount of joy to develop personal relationships with my clients and ease the stresses that accompany figuring out their financial situation. Being a self employed business owner and a woman in the wealth management business, I understand the challenges that are unique to these specific groups of people and how they can be underserved. I am deeply committed to empowering business owners, professionals, and women to take control of their finances and their future. When I’m not in the office I love spending time with my 4 children, cuddling with my 2 miniature poodles, or watching an episode of Murder She Wrote. On any given day you can find me in a hot yoga class, spending time outdoors, or enjoying a baseball or football game.