Our Team
Andrea Fritz
Registered Financial Planning Assistant
andrea@calmwaterfinancial.com | (800) 850-6827
Andrea Fritz is a Registered Financial Planning Assistant with CalmWater Financial Group® and has been in the financial planning industry since 2013. Her organizational skills and attention to detail are a great asset to the clients she works with, as well as the overall business. She maintains her Series 6 & 63 investment licenses and also has her life and health license. Andrea works closely with clients in the insurance field and enjoys that aspect of financial planning.
Andrea grew up in Norfolk, Nebraska. She graduated from Northwest Missouri State University with a degree in Marketing. Her husband’s job relocated their family to Jamestown, ND in 2019. More recently, they relocated to Watertown, SD and are happy to be closer to family! She continues to work remotely. When she’s not working, Andrea loves spending time with her family, playing with her 2 kids and running outdoors when the weather allows it! She is a big animal lover; they have 2 English Springer Spaniel’s and also a cat. The pets are almost as spoiled as the kids. Andrea is a big football fan, when the Huskers or the Chiefs are playing, she’ll be watching!
How can we create financial confidence for you?
Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.