Andrea Costa, Vice President of Wealth Strategy & Financial Planning, specializes in creating comprehensive financial plans for executives, professionals, business owners, and families with multigenerational wealth. With nearly a decade in law, she has expertise in financial planning, business succession, estate tax strategy, and dispute resolution. Andrea collaborates with attorneys, accountants, and bankers to align strategies across a client's advisory team. Her unique background makes her a valuable partner for families and businesses seeking to resolve conflict and define a lasting legacy.

Education:

University of Florida - Bachelor of Arts in English & Economics with a focus on Statistics

Northern Kentucky University - Master of Business Administration

Northern Kentucky University - Juris Doctorate

FINRA Series 6 & 26

• Cincinnati Estate Planning Counsel - President 2024-25 Season
• Cincinnati Symphony Orchestra - Trustee; Member of Investment Committee
• Cincinnati Ballet - Trustee; Member of Legacy Giving, Development, & Nominating Committees
• European American Chamber of Commerce - Trustee
• Cincinnati Children’s Hospital Medical Center - Legacy Giving Committee Member
• American Bar Association - Real Property, Trust & Estate Law Section Member
• National Association of Estate Planning Councils - Leadership Member
• Cincinnati Bar Association - Member
• Kentucky Bar Association - Member
• Ohio State Bar Association - Member
• Northern Kentucky Bar Association - Estate Planning Section Member