FOR IMMEDIATE RELEASE
Contact: Drew Kavanaugh
Phone: (717) 553-4722
Lancaster, Sept. 24, 2021 – Odyssey Group Wealth Advisors recently bolstered its resources, strengthening its position as a leading financial advising and wealth management firm in Lancaster, Pennsylvania. Andrea Breslow joins the team as Operations Associate. Breslow brings years of experience to the role, having previously worked with another local wealth management firm.
Breslow’s experience and professional background fit seamlessly into the Operations Associate role. Breslow will be focused on coordinating client communications and documentation. She will also have a role in shaping policy and procedures when dealing with future and existing clients.
“We were extremely lucky to find Andrea,” said Aaron Sherman, President, Odyssey Group Wealth Advisors. “She shares the Odyssey Group core values, and has already proven herself to be a valuable resource to our clients.”
Odyssey Group Wealth Advisors offers a range of wealth management services to Lancaster residents and businesses, as well as those in the surrounding region. The firm’s service offerings include investment management, retirement planning, estate planning, tax planning, charitable planning, risk management, and education planning.
The firm has a strong focus on client satisfaction, with the goal of becoming a true partner to clients along their financial journey. The addition of Breslow to the team further solidifies Odyssey Group’s ability to provide clients with top-notch service and helps expand the firm’s reach across the community.