Andrea Burgess

Client Relations & Events Coordinator

As our Client Relations and Events Coordinator, Andrea Burgess plays a crucial role in helping us provide the level of client service our firm is recognized for. One of Andrea’s many accomplishments has been the development of innovative programming, helping educate our clients, potential clients and nationally known financial institutions on the many complexities of estate planning. She handles every detail of these educational presentations with confidence and professionalism. In addition, she provides an exceptional level of support in solving the many legal and sometimes devastating personal issues facing our clients.

Since joining our firm in 2004, after graduating from California State University at Long Beach, Andrea has become well versed in the many nuances of estate planning, as well as our firm’s overall philosophy. She not only knows how to “get things done” but also has earned rave reviews from clients who have had the pleasure of working closely with her. She is a truly invaluable member of our team.