Andrea J. Zoeller, CFP®
Financial Advisor / Director of Financial Planning
Bachelors of Business Administration in Finance and Psychology from the University of Wisconsin Oshkosh
Honor Roll Student
Student Managed Endowment Fund, Member
Certified Financial Planner ® (CFP)
Series 7 and 66
Life, Health, and Disability Insurance License
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 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 MFG’s Investment Committee which focuses on creating investment management strategies and portfolio management.
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.
Greater Green Bay Chamber, Member
Emergent Advisors Network, Board Member (Secretary)
Get to Know Me:
Andrea lives in De Pere with her husband Zach, son Zachary Jr., and their puppies Alfie and Maisie. Andrea enjoys traveling, golfing, working out, boating, camping and giving back to the community. She also enjoys being a new mom to Zachary Jr. and playing fetch with their golden retrievers.