Andi joined Wingate Wealth Advisors as the Director of Financial Planning in December of 2017. Employing a consultative approach with an emphasis on education, Andi empowers clients to make informed decisions. She easily translates her expertise to her clients while providing thoughtful guidance and continuous support.
Prior to joining Wingate, Andi was a financial planner at Great Point Wealth Advisors in Boston and Barry Investment Advisors in New Bedford. Andi began her career in finance focusing on retirement plan participants at Putnam Investments and AIG.
Andi is a member of the Boston Women in Finance community and the Massachusetts chapter of the Financial Planning Association. As a Financial Empowerment Volunteer at WE CAN on Cape Cod, she provides financial consulting to women undergoing challenging life transitions.
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.