Andrea Batey

Principal, Wealth Advisor
,

Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BS in Business Administration, Drury University - Springfield
Springfield, MO

Media

No items found.

Words to Live By

Successful investing takes time, discipline and patience.
Warren Buffett

Client Experience Professionals

No items found.

Team Members

No items found.

About

Andrea Batey has been surrounded by financial advice her entire life, following in the footsteps of her parents, both successful advisors. She has built her own career with the same passion and dedication, taking a deeply personal approach to her work. Andrea takes pride in being a trusted partner in her clients’ lives, helping their families achieve financial security and success.

Known for her extensive market knowledge and expertise, Andrea combines this with a caring and energetic style that resonates with everyone she works with. Her dynamic approach keeps her constantly in motion, delivering impactful results for her clients.

Outside of work, Andrea is dedicated to her family and loves supporting her kids in all their activities. Her ability to balance both personal and professional life mirrors the energy and compassion she brings to her role as an advisor.