Director of Client Operations
Andrea has a deep passion for operational excellence, bringing more than two decades of industry experience and expertise in operational functions related to IRAs & HSAs to Superior.
Prior to joining Superior IRA & HSA, LLC; Andrea began her career in 2000 with CUNA Mutual Group as an Operations Specialist, where her intuitive nature allowed her to absorb deep experience with legislative changes and the implementation of compliant processes.
In 2009, CUNA Mutual Group was purchased by Ascensus, LLC, and Andrea continued to acquire expertise as a Compliance Specialist, providing compliance support to hundreds of financial organizations over the phone and earning the CISP & CHSP certifications. Andrea was promoted to Government Reporting Coordinator in 2012, where she managed the annual production of 2.5 million 1099 & 5498 statements to recipients and IRS information return reporting. Andrea strives to meet or exceed expectations in service, compliance and efficiencies.
Andrea is a lifelong resident of Madison, WI and enjoys spending time with family and friends, traveling, and pup-sitting her two American Bully grand-pups, Bubba & Tuco.