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Andrea Watkins

Client Relations

Andrea helps keep things running behind the scenes by supporting our advisors and assisting our clients. She has a strong background in administration and has loved jumping in to learn about the world of finance. She is a lifelong friend of the Weber family and last year Mark convinced her to join the firm. She is eager to expand her knowledge of the industry to better support clients and the team. She and her husband Wes live in Anaheim with their two kids. When not at work, the soccer field, or dance studio Andrea enjoys cooking, reading and traveling! 

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Rooted in California. With You Across the Nation

Proudly Serving Our Community

For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.

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