Andrea has been in public accounting since 1987 and has been licensed as a CPA in Texas since 1989. Andrea graduated Cum Laude with a Bachelors in Business Administration, Major: Accounting, with equivalent minors in Finance and Economics from Texas A&M University in 1987. She has prior experience working for the Fort Worth office of KPMG both in the audit and tax departments. She joined our firm in 1990, and now manages and runs the office.
Andrea developed the tax practice into a more comprehensive, full-service tax and accounting firm. She specializes in personal, business, and estate taxation and planning. Under her direction, the firm now offers accounting services to the firm's small business clients which allows clients to receive comprehensive service from our firm.
In addition to being a CPA, Andrea is also licensed as a Registered Investment Advisor with New Century Partners and offers investment advisory services. Andrea works closely with her clients, evaluating issues to provide planning opportunities to help them achieve tax savings as well as their long-term financial goals.