Andrea Lovell

Andrea is a dedicated Administrative Assistant in the field of Wealth Management, known for her exceptional organizational skills, attention to detail, and commitment to providing outstanding client service. She plays a crucial behind-the-scenes role in ensuring seamless daily operations and helping clients achieve their financial goals.

In her current role, Andrea is responsible for managing complex schedules, preparing essential documentation for client meetings, coordinating compliance-related tasks, and maintaining accurate financial records. She serves as a key point of contact for clients, helping to foster trust and long-term relationships through her professionalism, discretion, and timely communication.

Andrea is a graduate of The University of Toledo (magna cum laude) and is a life-long resident of Wadsworth, OH. She resides with her husband, two daughters and fur-son/dog, Cooper. In her spare time, she loves spending time with her family and friends, working out, being her daughters’ biggest fan in all their activities, camping, and creating memories with her husband.