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 invaluable assets to both the clients she serves and the overall business. She maintains her Series 6 & 63 investment licenses along with her life and health license. Andrea works closely with clients in the insurance field and has a passion for this aspect of financial planning.
Andrea grew up in Norfolk, Nebraska, and graduated from Northwest Missouri State University with a degree in Marketing. She met her husband, originally from Minnesota, in 2011, and they started their family in Norfolk. In 2019, they relocated to North Dakota for his job and moved again a few years later to Watertown, SD, to be closer to family. Andrea now works remotely.
Outside of work, Andrea enjoys spending time with her family, playing with her two kids, taking care of their family pets, and running outdoors when the weather allows. A big football fan, you can find her cheering on the Huskers or the Chiefs whenever they play!
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.