Meet the Team

Andrea Clark Military CFP
Andrea Clark, CFP®, AFC®
Owner and Founder

Andrea is the owner and founder of The Table. Her financial planning journey started years ago as she incorporated financial lessons into community college math classes and worked with military members as a military financial counselor. Read more about Andrea.

Sherry Irwin

Sherry handles all the operational aspects of running The Table and has the Series 65 license. She served in the USN and spent years in software development at both start-ups and large enterprises before joining the The Table.

Tamra Ivanoff, ChFC®, AFC®, CFP®
Associate Planner

Tamra started her financial journey as a military spouse where a financial advisor introduced her to the need to plan and save early in life. That set off the passion Tamra has today to educate others about financial planning and services.

The Team at The Table after a successful financial planning conference at XYPNLive 2022.