Broker Check
Andrea Wilt

Andrea Wilt

Investment Adviser Representative

Andrea Wilt's entire working life has prepared her to help clients pursue their financial goals. Her first job with a life insurance company became a launching pad for a career focused in the financial services world. She has now developed a comprehensive financial planning practice focusing on the needs of mid-career individuals as well as those retiring or retired.

An alumna of the University of Missouri-Columbia, Andrea earned her BSBA in marketing and later an MBA from Rockhurst University. While still in college, Andrea lost her father thus giving her the first-hand knowledge of the vital role proper planning plays in the event of the unexpected. Years later she and her siblings were again comforted by her mother's proactive approach to long term care, retirement and estate planning.

In her practice, Andrea works directly with clients to create and implement plans designed to lead to financial confidence. She enjoys helping people organize their financial assets and records--making it easier for clients to understand what they have, manage assets efficiently and leave the legacies they wish.

Andrea and her husband Chris have a blended family of three children and are now grandparents. In her free time Andrea volunteers with her church where she serves on the council and co-directs a children's choir camp. She is the past president of the Kansas City Trulaske College of Business Alumni Chapter, the Kansas City Alpha Phi Alumnae Chapter and has served on the board of the Inventors Center of Kansas City.

Back to Meet the Firm