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Your Small Business and Personal Resource for Comprehensive Financial Planning |
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![]() Andi has degrees in Investment Finance and Spanish from the University of Wisconsin, Eau Claire. She has worked in the accounting, tax and investment field since graduating. As a tax/business consultant and financial planner, Andi educates clients on how best to use financial statements as a management tool. She emphasizes the importance of accurate accounting records as a basis for sound tax and financial planning. As well as currently pursuing her Certified Financial Planner (CFP) designation, Andi has taken a lead role in the Woodbury Chamber of Commerce. She is the current Vice Chair and also heads up Member Services.
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