As CEO and founder of WealthCrossing, Andrea leads the strategic vision and operational oversight of the firm. She specializes in delivering integrated financial services, including investment advisory, tax strategy, retirement, estate, and other financial planning services tailored to high-net-worth individuals and executives. Andrea is known for her client-focused approach, providing services that align with each individual’s goals and aspirations.
Prior to forming WealthCrossing, Andrea worked in the financial counseling practice at Ernst & Young, spending more than 10 years in Ernst & Young’s Boston and Richmond offices. Early in her Ernst & Young career, Andrea audited a number of Fortune 500 companies and mutual funds. She believes her prior work as an auditor has been invaluable, allowing her to look behind the numbers in evaluating investment and business opportunities for the clients’ benefit.
A magna cum laude graduate of Babson College with a Bachelor of Science in Business Administration, Andrea is also a Certified Public Accountant. She is deeply engaged in her Richmond community, serving as a current Board Member and former President of the Brookfield Foundation.
Outside of work Andrea enjoys playing tennis and spending time with her family.