Andra Reason

CPA, CFP®
Partner

Building a connection with each family is critical in helping set priorities and getting organized. Families can delegate some of that work and spend their time doing what they love.

Meet Andra

Andra is a Partner based in Ames, Iowa. She joined Mercer Advisors in 2021 through the acquisition of Marrs Wealth Management, where she provided financial planning for clients as well as tax and estate planning advice. Andra began her career as a Certified Public Accountant (CPA) in 1999 and worked in global and regional accounting firms for fifteen years. She earned a B.A. degree in accounting from the University of Northern Iowa. Andra is a CERTIFIED FINANCIAL PLANNER® professional and a CPA.

Andra’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Andra has focused experience in these areas:

Her working style

Andra believes her professional calling is to help shape and improve the financial lives of her clients through meaningful collaboration. She uses data to inform decisions. If you are ready to have a clearer vision of your financial future, Andra is ready to help.

Andra in real life

What keeps you busy outside of work?

My husband and I enjoy trying new foods and new restaurants. We recently caught the travel bug and enjoy planning our next trip.

Why do you like working at Mercer Advisors?

The culture. Every coworker I interact with across the nation is someone with whom I would choose to spend time.

Any words you try to live by?

Optimism and vulnerability. My interactions with people turn to friendship with a healthy dose of both.

Andra’s snapshots

Meet Andra’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Andra counts on — and how they work together to support you.
Chelsy Nikolish

Chelsy Nikolish

Sr. Client Service Specialist

What Andra Says

Chelsy has a permanent smile and positive attitude. Her patience and attention to detail are second to none.

Stacie Hostetler

Stacie Hostetler

Sr. Client Service Specialist

What Andra Says

Stacie lives to serve clients well. Her experience and care for people and getting things done for them is inspiring.

Kaz Woodward

Kaz Woodward

Regional Vice President

What Andra Says

Kaz takes time to make sure new clients understand our process and are comfortable with next steps. But his real gift is in teaching. He has taught me to organize better in order to find and build relationships that last.

Articles by Andra

Ready to learn more?