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Marni Andreason Email & Phone Number
Operations Manager
at
Wayfinder Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Operations Manager
Location
Dallas, Texas, United States
Company size
Who is Marni Andreason? Overview
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Quick answer
Marni Andreason is listed as Operations Manager at Wayfinder Wealth, a company with 6 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Marni Andreason.
Marni Andreason previously worked as Client Relationship Manager at Wayfinder Wealth and Administrative Specialist at True Life Financial Planning. Marni Andreason studied at Southern Illinois University, Carbondale.
Company email context
Email format at Wayfinder Wealth
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Wayfinder Wealth
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Profile bio
About Marni Andreason
I am the Client Relationship Manager for Wayfinder Wealth. I am passionate about both serving our clients and helping our team to provide the most exceptional client experience. I carefully prepare applications, forms, handle money movement and accounts specific requests. My extensive customer service background, hands-on knowledge and understanding of our clients’ unique needs help ensure that our team is effectively poised to deliver the highest level of service for our clients.
Current workplace
Marni Andreason's current company
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Wayfinder Wealth
4 roles
Marni Andreason work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
CurrentI am the Client Relationship Manager for Wayfinder Wealth. I am passionate about both serving our clients and helping our team to provide the most exceptional client experience. I carefully prepare applications, forms, handle money movement and accounts specific requests. My extensive customer service background, hands-on knowledge and understanding of our.
Jul 2022 - Present
Administrative Specialist
True Life Financial Planning
We are a flexible and personal financial planning firm. We meet in-person and/or virtually with our local clients, but still offer exceptional client service to our remote clients, with "face to face" meetings via Zoom. We communicate in between meetings via phone calls, text, or email. We also set up quick screen share meetings if our clients need.
Jul 2021 - Jul 2022
Small Business Owner
Before entering the financial planning industry in 2021, I owned and operated a successful brick-and-mortar retail business in Dallas, Texas for over twenty years. This hands on experience has given me the tools to offer a high level of client service along with organizational support to assist the True Life Financial Planning team and our clients. I have.
Sep 1998 - Dec 2020
1 education record
Marni Andreason education
FAQ
Frequently asked questions about Marni Andreason
Quick answers generated from the profile data available on this page.
What company does Marni Andreason work for?
Marni Andreason works for Wayfinder Wealth.
What is Marni Andreason's role at Wayfinder Wealth?
Marni Andreason is listed as Operations Manager at Wayfinder Wealth.
Where is Marni Andreason based?
Marni Andreason is based in Dallas, Texas, United States while working with Wayfinder Wealth.
What companies has Marni Andreason worked for?
Marni Andreason has worked for Wayfinder Wealth, True Life Financial Planning, and The Consignment Solution.
How can I contact Marni Andreason?
You can use AeroLeads to view verified contact signals for Marni Andreason at Wayfinder Wealth, including work email, phone, and LinkedIn data when available.
What schools did Marni Andreason attend?
Marni Andreason studied at Southern Illinois University, Carbondale.
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