5 /5 JA M: I wanted to work with someone who had an advanced level of expertise, that offered more than just managing my investments. Andrea had a very successful career as s Marine, she is very driven and loves complex situations. As a CFP, Andrea is extremely knowledgeable about how all the pieces work together – tax, estate, retirement income, etc, yet she can explain complex topics in ways I can understand. After receiving an inheritance, I knew I needed guidance – but also someone I could trust. Managing that kind of gift felt overwhelming and personal. My connection with Andrea was immediate. From the very first meeting, she made me feel at ease. She listened without judgement, explained things clearly, and helped me create a plan that honored both my financial goals and my legacy. I felt seen, supported and confident every step of the way. It’s obvious she loves what she does and goes above and beyond to take care of her clients. I wish I had found Andrea sooner.
