Your Story Matters—Let’s Build a Financial Plan Around It
My approach is rooted in empathy, long-term thinking, and a deep respect for life’s unpredictability. With a 105-year-old grandmother as a guiding light, I’ve learned the value of preparing for every stage of life. I take the time to listen, learn, and build strategies that reflect your goals, values, and vision for the future.
Outside of work, I’m passionate about animal welfare and share my home with Cooper, a lovable pit bull rescue. I actively volunteer with SWAN and DVSAS, supporting causes that empower and protect vulnerable members of our community. When I’m not working or volunteering, you’ll likely find me in the garden, out on a hike, or enjoying a relaxing spa day.
Let’s connect and create a financial plan that’s as unique as you are.
Andrea Paradise, CFP®
Wealth Planner, Manager
Eric Wikstrom, CPA, CFP®, CPWA®
Tax Strategist
Scott Grenier, CFP®, AEP®, CAP®
Manager, Tax & Estate Planning