This blog post is part of a series highlighting Key Management Group team members.
For the past seven years, Andrea Cwiklinski has served as a valuable member of Key Management Group. She came to us from an administrative support role in a financial advisor’s office. Originally, she began in our Practice Management division, but soon found her sweet spot as a Financial Analyst with our Client Meeting Preparation team. Her experience working within a financial advisory practice allows her to bring insight around an advisor’s needs and how an advisor’s office flows. That experience pairs with her strong attention to detail and analytical mind to help advisors assess a client’s situation and uncover valuable opportunities.
Like many of our team members, Andrea is very relationship focused. She enjoys interacting with our clients and doing everything she can to make them feel comfortable and supported. As a result, the advisors who work with her know that she will give them honest feedback and thoroughly prepare them to deliver the best client experience and advice possible.
When not at work, Andrea enjoys jogging and yoga, as well as hiking and visiting the many Michigan beaches in the summer. She loves spending time with her family and her fiancé and makes trips back home to Grand Rapids whenever possible to reconnect with loved ones. She also enjoys exploring local hot spots and restaurants, as well as exotic locations. At least once a year Andrea and her fiancé make a trip down to Mexico. She especially loves visiting Tulum where she can hike and tour the many ruins. She also enjoys the Island of Mallorca off the coast of Spain. Pretty much any sunny beach with access to hiking trails and historical sites is a destination for her.
If all goes well, Andrea and her fiancé will be married this summer. Like many, Covid has impacted her wedding plans and her ability to travel. We’re hoping she gets her wish and can have her intimate wedding ceremony in the coming months. And of course, take a trip to one of her favorite spots for her honeymoon.
If you haven’t connected with Andrea yet, reach out to her on Linkedin or you can email her directly at acwiklinski@keymanagementgrp.com.
Share This Post
Subscribe to Keys to Success
Receive timely articles and news on upcoming webinars and events by subscribing Keys to Success.
For articles and white papers on acquisitions and successions, please go to our sister site Advisor Legacy.
Related Posts
2020 brought a series of unexpected challenges and rapid change, not just in the financial industry, but across the globe. So often we speak of planning for the unexpected, and 2020 certainly put that idiom to the test. Still, many advisors aren’t taking the necessary precautions to protect their practices, even in the face of […]
During the normal business year, there will often be a need to replace or add a team member. Before 2020, this was a daunting task, but in a remote world, it can feel overwhelming. To help you navigate the virtual recruiting landscape, we’ve compiled a list of our best tips, many of which will work […]
Identifying and integrating a set of core values into your practice can help you stay centered and create growth in your team. Recognizing your values also helps to define your firm and determine the ideal client you want to model for the practice. This will give your team a firm set of principles to help […]
Among the most challenging elements of the Covid-19 pandemic has been the transition to working from home. Office leaders in all industries feared that they lacked the resources to work remote, and those with the technological means to acclimate were concerned that productivity would decrease in their teams. While many practices have adapted in these […]
