Andrea Stone

Client Services Director, Dallas/Ft. Worth

Andrea joined Source Advisors in July 2020 as the Client Services Director for the R&D Team. Her primary responsibility is leveraging her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams. Andrea will work alongside existing clients to improve understanding of current business operations and industry/economic trends to help maximize their R&D tax credit benefits. Prior to joining Source Advisors, Andrea spent over 15 years in the R&D industry serving in various roles, including her most recent as a Technical Director for a boutique firm. She has long tenures with other R&D Specialty Firms as well as being part of the R&D tax credit team for Deloitte. Andrea has extensive experience in many industries including manufacturing, oil and gas, biotechnology, medical device, financial services, A&E and software development. She holds a B.S. in Biology/Business Administration from the University of Texas at Dallas.

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