At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Betty started Betty Andrews Investment Management in 2007. Her goal is to help people educate their kids, pay their taxes, retire, and preserve their assets.
LPL Financial Advisor
Brooke decided to become a financial advisor because he wanted to help people succeed financially. Just like everyone needs a good barber or hairdresser, a good family doctor, and a good auto mechanic, you also need a good financial coach
Sales Assistant Insurance
Joining Betty Andrews Investment Management in June, 2016, Cindy is a Sales Assistant specializing in Insurance Sale, committed to providing excellent service to her clients.
Bobbie Grose has been the Branch Operations Manager for Betty Andrews Investment Management for more than 11 years. In 2022, Bobbie is easing her way into retirement by taking on a part-time roll with our team.
Branch Operations Manager
Tina Cross was promoted to Branch Operations Manager at Betty Andrews Investment Management in 2022 after spending the last three years as an Administrative Investment Assistant.
Director of First Impressions
Kathy and Dan share our “Red Carpet” responsibilities for making our clients feel welcomed. They are generally the first faces one sees, the first voices one hears on the phone, greeting clients & scheduling appointments.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.