Andrea works closely with all members of the Aegis team to provide financial planning support and analysis, as well as customized service for clients. A long-time interest in personal finance, along with a passion for helping others led Andrea to complete the CFP® Certification Professional Education Program at the College for Financial Planning in 2018, after which she passed the CFP® Certification Exam. She is delighted to acquire the experience toward certification at Aegis.
Before joining the team at Aegis, Andrea ran a private voice studio, where she worked with young singers to hone technical, musical, and performance skills. She also sang professionally with organizations including Baltimore Lyric Opera, Wolf Trap Opera and Lake George Opera Outreach. In addition to her Certificate in Financial Planning, Andrea holds a Bachelor of Music and Certificate in Music Theatre from Northwestern University, and a Master of Music from the Maryland Opera Studio of the University of Maryland, College Park.
Andrea lives in Greenbelt, MD with her husband and two sons, where she has served in various leadership positions in the local school community and housing co-op. She enjoys cooking, playing piano, reading, dance, and exploring the DC Metro area with her family.