Your Sage Team

Andrea S. McDonald / Client Concierge

Email: andrea@mywpteam.com

Phone: 860-658-0443

Andrea joined the financial services industry with Sage Financial Design, Inc. in 2013 as Client Services Administrator.  She has now transitioned with this role to WP Financial, continuing to strive to maintain the highest quality of professional client relationships and services, while focusing on the efficient daily operations of the firm.  Andrea is proud to be a part of the WP Financial Team.

Prior to this, Andrea was in the field of Special Education, as a paraprofessional educator, with the Simsbury school system, working with students from first grade through the high school level during her tenure in this role.