Andrea Cwiklinski


Team Member

Ph: 248.707.1073

Andrea assists in the day to day operations of the Case Management Department. She is responsible for preparing documents and presentations for client meetings. Andrea graduated from Michigan State University with a Bachelor’s Degree in economics with a minor in business. After her time at MSU she lived in Chicago for over a year before moving back to Michigan. In her spare time, she enjoys spending time with family and friends, and traveling.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team