With nearly three decades of financial services experience, Andrea assists her foundation and family clients chart a course to protect, preserve, and grow their wealth, utilizing a goals-based approach. Prior to joining the firm, she held progressive leadership roles at Deloitte, The Bessemer Group, Merrill Bank of America and Momentum Advisors.
Andrea is a holistic financial planner with a knack for bringing clarity to complex financial situations by integrating retirement planning, equity compensation, and tax strategies. She also assists nonprofit organizations to strengthen financial stewardship, sustainability, and long-term impact.
Andrea is an active member of Delta Sigma Theta Sorority, Incorporated and an Associate Member of Jack and Jill of America. Inc. She is also serves on several boards.
Andrea holds the Chartered Retirement Planning Consultant designation from the College for Financial Planning and a Financial Planning Certificate from Fairleigh Dickenson University. Andrea also holds her Life & Health Insurance licenses. She earned her Bachelor of Science in Accounting from Hampton University where she was a track & field student athlete.
Andrea has a passion for financial literacy and education. She is a highly sought-after presenter, leading conversations, seminars and workshops for corporate-employee and industry resource groups, as well as non-profits serving the community.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
