Andrea J. Zoeller, CFP®

Financial Advisor / Director of Financial Planning

Certified Financial Planner ® (CFP)
Series 7 and 66
Life, Health, and Disability Insurance License

Education

Bachelors of Business Administration in Finance and Psychology from the University of Wisconsin Oshkosh
Honor Roll Student
Student Managed Endowment Fund, Member

Joined

June 2015

Specialty

Financial Planning: Andrea focuses on working with clients as their trusted advisor, designing customized financial plans intended to help clients attain personal and financial goals. Andrea has experience planning for clients in the areas of wealth management, asset protection, tax strategies estate and retirement planning, as well as retirement income strategies. Andrea implements the Financial Planning Process Program at the firm and will continue implementing it as Mersberger Financial Group continues to grow. Andrea is also a member of the firm's Investment Committee which is responsible for setting the overall investment strategy of the firm.

Educational Presentations: Andrea promotes financial education in the community through various seminars, lunch and learns, articles, and presentations at local high schools, colleges, chambers of commerce and various companies.

Community Involvement

Greater Green Bay Chamber, Member

Get to Know Me

Andrea lives in De Pere with her husband Zach, sons Zachary Jr. & Bennett, and their Golden Retrievers Alfie and Maisie. Andrea enjoys traveling, cooking, working out, spending time at the lake with her family and watching her sons experience new things.

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