A seasoned partner with Steven Sweigert and Phyllis Mitchell, Andrea Hastings has been serving clients in the financial services industry for over 35 years. She has served client needs through the process of individual analysis, education, problem solving and implementation of tailored financial and investment plans for individuals, small businesses, and non-profit organizations.

Andrea takes the time necessary to really understand what is at the core of clients’ issues and tailors her plan accordingly.

To Mrs. Hastings, personal service means that she will meet the clients wherever they are, whether an experienced investor or new retirement plan participant. Her attention to detail, as well as her pragmatic conservative approach to investment planning, timing, and placement, provides the all­ important depth and breadth of performing detailed financial analysis and rendering timely and accurate investment advice, always placing the client’s needs above her own.

Andrea feels every day is a new opportunity to help individuals and businesses reach their financial goals and dreams by maximizing their financial potential.

She is a graduate of Stevenson University, where she majored in Business Administration. She holds the Professional Plan Consultant® and Certified Financial Fiduciary® designations. She is also a member of the Financial Services Institute (FSI). She is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and a Registered Representative with Cambridge Investment Research, Inc. and holds insurance licenses in over seven states. Andrea is also a seasoned speaker for civic and business organizations.