Andi joined Wingate Wealth Advisors as the Director of Financial Planning in November of 2017. Employing a consultative approach with an emphasis on education, Andi empowers clients to make informed decisions. She easily translates her expertise to clients while providing thoughtful guidance and continuous support. Andi assists clients with many financial planning strategies including retirement income planning, tax planning and stock options strategies.
Andi is a Certified Financial Planner™ and a member of NAPFA where she serves on the board of the Northeast Mid-Atlantic region and the Conference Committee. Andi is also a member of the Massachusetts chapter of the Financial Planning Association and the Boston Estate Planning Council.
Andi enjoys spending as much time as possible on Cape Cod with her husband, children, lots of extended family and two chocolate labs, Grizzly Bear and Biggie.