portrait of Andrea L Yoder

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AFFP®

    AFFPUSA

Personal Interests

  • Cooking
  • Music
  • Spending Time with Family
  • Yoga
  • Personal Fitness

Team Members

  • Mary Abbott
    Sr. Branch Office Administrator
    FPQP®
  • Heather Rothe
    Sr. Branch Office Administrator

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