Profession: Financial Planning

Quentara Costa, CFP®

Quentara joined Wingate Wealth Advisors as part-time financial planning support staff in June of 2018. Her role is to share her expertise related to elder care, estate planning, and cash-flow management to assist the planning team develop thoughtful and detailed plans. Apart from Wingate, Quentara operates her own financial planning practice focused on helping the […]

Lianna Deprey

Lianna Deprey joined Wingate Wealth Advisors as Client Service Manager in January of 2018. In March 2019, she transitioned to the Financial Planning team first as a Paraplanner and now serves as a Financial Planner. She builds and presents goals plans to help clients make strategic decisions on their path to financial success, with a […]

Andi McNamara, CFP®

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 […]