Exencial Wealth Advisors
Andrea Elliott is an Executive Assistant at Exencial Wealth Advisors with previous experience as a Lead Administrative Support Specialist at OU Health, an Administrative Assistant at Connors State College, and a Prestige Manager at Ulta Beauty. Andrea holds a degree in Drama/TV/Film Performance from Oral Roberts University and a High School Diploma from Oklahoma Christian Academy. Andrea is proficient in Microsoft Office, SharePoint, Microsoft Teams, Concur, Tableau Reader, Laserfiche, and PeopleSoft Financials.
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Exencial Wealth Advisors
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.