Andrea Nease, CSCP-IA®️

Vice President of Compliance

Andrea earned her Bachelor of Science degree from Florida State University and has a Masters degree in Organizational Ethics and Compliance from the University of St Thomas School of Law.  She also received a Graduate Certificate in Strategic Risk and Responsibility from St. Thomas’ Opus College of Business.

Andrea takes pride in her role, where she confirms the company is consistently fulfilling its regulatory and compliance obligations. This foundation is essential to building strong client relationships, facilitates the delivery of excellent financial advice, and ensures that our clients are safeguarded throughout their journey with us.

In her free time,  Andrea enjoys reading, writing, movies, concerts, arts and crafts, travel,  and going to brunch.