CALIFORNIA CONSUMER - Key Persons
As co-owner of Meritage Asset Management Group, a financial professional, with 19 years' experience and an active member of her community, Andrea is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.
Academic achievements include a Bachelor of Science in Management from University of Phoenix, and Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning, Andrea's education, experience and professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Andrea. Andrea currently serves on the Board of Quota International of Morro Bay, is an active member of the Paso Robles Chamber of Commerce. Andrea enjoys travel and vacationing at the beach. Andrea has been married to her husband, Kevin, for 34 years and has a married son, Dagan, age 31, and his wife, Erica, age 31, and daughter Miranda, age 27.
As co-owner of Meritage Asset Management Group, a financial professional, with over 14 years' experience and an active member of his community, Kevin is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.
Academic achievements includes Associate of Science degrees in General Education and Transfer Studies from Cuesta College, a Bachelor's of Arts degree in Consumer and Family Financial Services from University of Arizona Global Campus, and Accredited Asset Management Specialist (AAMS®), designation from the College of Financial Planning, Kevin's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Kevin. Kevin is an active member of the Paso Robles Chamber of Commerce. Kevin enjoys travel and vacationing at the beach. Kevin has been married to his wife, Andrea, for 34 years and has a married son, Dagan, age 31 and wife Erica, age 31, and daughter Miranda, age 27.
Job Titles:
- Senior Administrative Assistant
Mary comes to the financial services industry with over 25 years of experience working for senior executives in the banking industry. She is a licensed Notary Public in the State of California, and we are excited to have someone with her extensive financial experience on the Meritage team!