Andrea Zundel

Hello!  Thank you for checking out my profile.  I’ve spent over a decade working in the banking and finance industries before deciding to launch my own firm.  Ultimately, I wanted to serve and add massive value to small business owners, and individuals in a much different way compared to the traditional financial services industry.  My experience not only provides me with the knowledge to advise on the personal side of financial planning, but also on an owner’s greatest asset, their business.

When I’m not working with clients, I love going on adventures with my kiddos.  Having memorable and fun experiences with the family has always been a priority of mine.  In my downtime, I love to read, working out, I enjoy fishing and hunting and listening to audiobooks and podcasts. 

I graduated Idaho State University with a Bachelor of Business Administration in General Business.  My office is in Ammon, but I am involved in community events in Ammon and Idaho Falls.