Andrea is a Wealth Planner at the firm. She works with a variety of engagements, from single-member households to multi-generational families. She also has experience working with engagements and external professionals both domestically and abroad. She particularly enjoys working through models of various scenarios of the impact of life events on one’s balance sheet.
Prior to joining the firm in 2002, Andrea earned a Bachelor of Science Degree in Business Administration from the University of New Hampshire, summa cum laude. There, she placed first in the Paul J. Holloway Business Plan Competition that recognizes top student plans as judged by a panel of business leaders. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.
A super proud hockey mom, Andrea is the treasurer for the Back Bay Hockey Association. Andrea and her husband and sons live in Wolfeboro, NH. She enjoys reading, gardening, and spending time with her family.