With a track record of more than thirty years as a client service professional and financial advisor, Andrea is qualified to help her clients achieve their financial goals.  Andrea’s can-do approach, persistence, excellent listening skills and passion for results combine to help her focus on her clients’ specific needs and develop sound strategies to meet those needs.   As a Certified Financial Planner ®, Andrea has mastered topics such as Investment Planning, Retirement Income Management, Retirement Planning, Charitable Giving and Asset Allocation.   

Throughout her career, Andrea has seen significant market changes.  She brings this valuable perspective to her clients, as well as to the successful retirement planning class she teaches in conjunction with the Georgia Tech Alumni Association.

Andrea is an active member of her community..  She has volunteered at the Shepherd Spinal Center and Childspring International.  She has also held leadership positions at St. James United Methodist Preschool, Heards Ferry Elementary School, the Girl Scouts and The Westminster Schools.  Most recently, she serves on the Friends of Benson Board, a multi-purpose complex serving individuals 55 and older. 

Andrea grew up in Macon, Georgia and graduated from the University of Georgia.  She is definitely a proud Bulldog.  However, Andrea has a house divided as she’s married to Kamy, an attorney and proud Georgia Tech grad.   They are the parents of two daughters and to keep the playing field level, one of their daughters is a Tech grad and the other is a Georgia grad!  When away from the office, Andrea enjoys long walks by the river, Pilates, skiing, reading, cooking and keeping chickens, as well as planning and hosting festive events for her large extended family and many friends.

With more than 30 years of experience in the financial services industry as a retail banking manager, mortgage underwriter and commercial lender, Michelle handles our clients’ administrative and operational needs accurately, promptly and professionally. She is responsible for day-to-day account administration, including opening new accounts, database management,  account transfers and answering questions regarding statements, tax reporting and retirement distributions.   Michelle is focused on client solutions, attention to detail and timely communication.  With her valuable experience, she has the skill and perspective to approach issues resourcefully and can be counted upon to make sound decisions.

Lisa’s primary responsibility is to ensure that the practice runs efficiently and smoothly in a professional, organized and proactive environment. With over 20 years of sales management, customer service and business development experience, she is able to recognize and implement strategies to make the practice function more effectively and strengthen our client relationships. This allows Andrea Molavi, Senior Financial Advisor and her team to devote more of their attention to our clients and their investment planning and give our clients the highest level of personal service. Lisa is also our primary liaison with Georgia Tech.