Andrea works closely with the wealth managers to create and update client financial plans. She also assists onboarding, account integration, reporting, trading as well as general administrative support.
Andrea and the Independence Advisors team joined Modera in January 2021. Andrea graduated with a BA from Arcadia University. She has over 25 years of experience in the investment industry. Prior to joining Independence Advisors in 2019, Andrea worked with CliftonLarsonAllen Wealth Advisors, Legacy Advisors and McHugh Associates. In January 2018 Andrea earned certification as a Financial Paraplanner Qualified Professional (FPQP). Andrea and her husband, Cliff, live in North Wales. In her free time, she enjoys volunteering for Girls on the Run and spending time at the Delaware and Maryland shore.