Education & Professional Credentials

Southwestern Oklahoma State University
Bachelor of Business Administration

Professional Journey

Beginning her career in banking, Andrea developed a strong foundation in customer service, relationship management, and financial operations. She later expanded her experience in the oil and gas industry, where she honed her organizational skills, attention to detail, and ability to thrive in a fast-paced, ever-changing environment. These experiences strengthened her commitment to delivering exceptional service and solving problems with professionalism and care.

Today, Andrea combines those experiences with a passion for helping others as a member of the CopperSky Wealth team. She is dedicated to creating exceptional client experience by ensuring every interaction is welcoming, personalized, and seamless. She believes financial planning is about more than investments, it’s about building trusted relationships and helping clients feel confident as they pursue their goals.

Andrea Carlson

Wealth Associate

With a background in banking, oil and gas, and financial services, Andrea brings a thoughtful, solutions-oriented approach to every interaction. She is passionate about building lasting relationships, providing attentive service, and ensuring that even the smallest details are handled with care and professionalism. Whether assisting clients, coordinating behind the scenes, or helping guide them through important life transitions, Andrea is dedicated to making every experience seamless and positive.

Known for her reliability, and approachable nature, Andrea believes that trust is earned through consistency, communication, and genuine care. She takes pride in serving others with integrity and compassion while helping create an environment where clients always know they have someone in their corner.

Outside the Office

Outside of the office, Andrea enjoys helping her husband with their cow-calf and yearling operation, where she remains closely connected to her agricultural roots. She also enjoys traveling and making memories with her family, embracing every opportunity to explore new places and experiences together.

Andrea is also passionate about serving her community. As a Trustee for the Town of Sweetwater, she is committed to supporting the growth and success of her local community while helping make thoughtful decisions that benefit the residents. Her dedication to service extends beyond the workplace and reflects her belief in giving back to the communities that have shaped her.