Organized, Proficient, Experienced

Andrea leads our Wealth Strategies Team, where she is responsible for the analysis and development of the financial planning strategies that help our clients achieve their immediate and long-term financial goals. She creates customized financial planning models, researches potential tax law changes, and communicates GMAG’s perspective on wealth strategies internally and externally.

Andrea works closely with our valued clients to develop holistic financial plans based on their goals and objectives. She advises our clients on tax, estate, and financial planning with clarity and simplicity. Prior to GMAG, she served as Senior Vice President and Senior Tax Consultant at Bessemer Trust.

When she’s not serving clients, Andrea enjoys gardening, do-it-yourself home projects, interior design, and visiting the beach or pool with her son.