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Andrea J. Zoeller

Andrea J. Zoeller

Consultant

Andrea has been a part of theMyFinancialPlanner360 planning team from its inception and also serves as a Financial Advisor with Mersberger Financial Group, Inc. Andrea graduated from the University of Wisconsin Oshkosh with a Bachelor of Science in Psychology (May 2012) and a Bachelor of Business Administration in Finance (May 2015). While at UW Oshkosh, Andrea was an Honor Roll Student and participated in the Student Managed Endowment Fund which provides students practical experience in the professional money management realm.

Andrea holds her Series 7 and 66 registrations as well as her Life, Health, and Disability Insurance license. She is currently studying for her Certified Financial Planner (CFP) designation.

Andrea focuses on working with clients of myFP360 as part of their trusted advisor team, designing customized financial plans intended to help clients attain personal and financial goals. Andrea helps clients plan for and enjoy a successful financial future, organizes client's financial lives, conducts portfolio research and assists clients in all areas of their planning.

Andrea has experience in planning for clients in the areas of wealth management, asset protection, estate and retirement planning, as well as planning for major financial goals throughout life.

Andrea lives in Green Bay with her husband Zach, son Zach Jr., and their puppy Alfie. She enjoys playing recreational volleyball as well as golfing, working out, boating, camping and giving back to the community. She also enjoys being an Aunt and spending time with her nieces and nephews.