Andi has been in the financial services business for 30 years, having worked with Cindy for the past 13 years. Since having held her position in the financial field, she has tailored her skill set to address the servicing needs of every client. Andi interacts directly with potential and existing clients, increasing overall customer confidence. In addition to her duties as a Client Service Manager, Andi is a fully certified public notary and has completed all aspects of training through LPL Financials Admin U Program.
Andi resides in the Sea Breeze area with her husband, Chuck. They have two sons, Robert and Paul and one daughter, Samantha. Her hobbies include bowling, relaxing with family and hanging out with her three grandsons; Dallas, Ethan and Skyler.
AdminU is a training program designed to enable LPL Financial Advisor administrative staff to better support their office in the areas of client service, office management, leadership, operations, and marketing. There are three degree curriculums—Specialist, Associate, and Bachelor—that each represent a different level of knowledge and skills.