Available for article interviews, radio shows and TV shows.

Contact our office at 281-619-8684 or fill out our contact form

You can generally expect a response within 24-32 hours.


My name is Andrea Travillian and I help small business owners manage their finances and invest for their future – outside their company.

I have been passionate about business and investing from a young age (bought my first stock in 6th grade), and have my BA in finance from the University of Iowa and my MBA from Creighton University.

After working in banking, mortgages, investments, corporate finance and taxes, I realized my skill lie in educating and helping others understand their business finances and find financial security.  In 2007, I started Smart Step, Inc to help business owners better manage all aspects of their finances.

I have written five books on different aspects of personal finance including budgeting, the relationship between money and your health and debt reduction.

In my free time I enjoy reading (typically about investing), fitness and traveling.

What You Can Expect

Here’s what you can expect from me:

  • Prompt professional replies to your phone calls and email messages.
  • An announcement about your piece on my social media channels. (This assumes that your piece is open to the public and you want additional visibility for it.)
  • Professionally prepared content that will ensure you get exactly what you need for your story, podcast or interview.

Sampling of Past Media





Book Mentions:

  • The Complete Guide to Your Personal Finances Online: Step-by-Step Instructions to Take Control of Your Financial Future Using the Internet – by Tamsen Butler

Popular Topics:

  • What financial numbers should small business owners watch
  • How to get started investing
  • How to create a life and financial plan
  • Are your finances ready for self-employment
  • What financial processes should every small business have in place.
  • Goal Setting and achievement tips
  • General personal finance topics


Short bio:

Andrea Travillian is a personal finance and investing expert for small business owners.   She has her MBA and undergraduate in finance and has been self-employed since 2002.  She is an author, speaker, wife, mom and business owner!

You can find out more at Take A smart