I’m here to serve my clients however I can. They should never feel like they need to guess, always call me for anything. I will do anything I can to help them.

Andrea Donaldson is Vice President of Retirement Plans for Henry+Horne Wealth Management. She brings a deep knowledge of retirement planning to her position. She started her career over 22 years ago in the retirement plan industry providing consultation and professional services. At Henry+Horne Wealth Management she will be maintaining and running existing retirement plans and assisting new clients with creating the right retirement plan for their organizations.

Andrea takes a holistic approach to serving her clients. She isn’t just there to help her clients find the best fit for their retirement plan needs. She goes beyond that, helping clients with financial wellness as a whole, taking time to discuss issues like emergency savings, budgets and debt management.

Andrea is very client focused, both to the organizations she serves and the employees they serve. She has a special knack for understanding what her clients need and a talent for distilling what their options are in an easy to understand way.

She holds FINRA series 6, 63 and 65 licenses as well as the Life and Health License. She’s co-chair of the Arizona chapter of Women in Pensions Network, member of the OMEGA CARE Foundation and a Daisy troop leader.

In her spare time, Andrea enjoys spending time with her family, hiking and doings arts and crafts with her daughter.

Articles by Andrea

Impact of the SECURE Act’s long term part-time 401(k) rules for restaurants
August 2021
Thinking of taking out a 401k loan?
June 2021