Andrea O’Neill, Teacher’s Benefits Specialist

Andrea O’Neill specializes in helping Teachers, Educators and Retirees confidently navigate their benefits and retirement decisions; bringing with her, nearly 30-years of experience across banking, financial services and insurance, with a focus on retirement strategies.

Andrea’s work blends technical expertise with a calm, client-centered approach, focused on clarity, trust, and long-term outcomes.

Passionate about helping Educators and Retirees make thoughtful, informed decisions about their pensions, retirement income, and family security, Andrea believes retirement planning is about more than numbers. It is about creating the dependable solutions that create peace of mind for Educators.

Emphasizing education first, careful planning, and solutions that align with both financial goals and personal values create outcomes her clients depend upon.

Clients appreciate Andrea’s steady guidance and her ability to explain complex topics in plain language.

Outside of work, Andrea is a proud mom of three, a grandmother to one, and the owner of a very energetic dog named Trixie. Family and faith are central to her life and shape the care, integrity, and purpose she brings to every client relationship.