New Business and Client Service Coordinator
Andrea is a senior-level financial executive with over 25 years of experience exclusively focused on financial services with a specialty in life insurance and wealth transfer.
Andrea joined Capital Strategies in 2022 as New Business and Client Service Coordinator. She is passionate about providing clients and advisors superior service through every interaction and experience. In her new role with Capital Strategies, Andrea will manage all aspects of service for existing Goldstein Financial Group clients and support for new clients in the Chicago area.
Prior to joining Capital Strategies, Andrea served as Director, New Business and Operations for Goldstein Financial Group, LLC (GFG). Andrea’s primary role with GFG was to coordinate and implement life insurance underwriting, as well as inforce policy management. Additionally, Andrea supervised the firm’s compliance and licensing standards, and provided oversight on GFG’s business development and client relations initiatives.
Andrea maintains her Life, Health, Property, and Casualty Insurance License in the State of Illinois. She participates as a member of an M Financial Momentum Group, where leaders of Member Firms share ideas and best practices.
Andrea resides outside Chicago with her husband, John, and their two sons. In her free time, she enjoys fitness training, as well as reading, cooking/baking, and supporting her children in competitive soccer.
File # #4871806.1