Andrea Roberson

 

Mrs. Roberson is Academy Advisors' Client Concierge. Her duties include ensuring that our clients have the best possible service. This includes updating client records, addresses, and banking and financial information. She is our focal point for ensuring that the clients' accounts are registered properly - that the accounts link to our clients' estate plan (trusts) and their tax documents.

 

Mrs. Roberson joined Academy Advisors after several years of significant executive assistant and customer service experience. She is from Seattle and lives in Mesa with her husband and two children.