Our Team

Client Service Associate

Andrea Korcz-Ross

Andrea brings nearly two decades of experience in financial services and relationship management to Legacy Financial Strategies. Having worked with respected institutions such as US Trust Bank of America, UMB Bank, and Raymond James, she has honed her skills in delivering exceptional client service to individuals and families with a wide range of financial needs.

Known for her adaptability, efficiency, and approachable demeanor, Andrea ensures that clients’ paperwork and administrative processes are handled with care and precision. Her collaborative spirit and attention to detail make her a valued member of Legacy’s team-oriented culture.

Originally from Buffalo, NY, Andrea brings a warm, down-to-earth approach to her work and relationships. She is a proud mom to her daughter, who is currently studying at the University of Kansas. In her free time, Andrea enjoys catching up with friends, shopping at her favorite stores, and staying active with her Border Collie, Kole Ross. Her combination of expertise, reliability, and focus on relationships makes her an integral part of helping clients achieve their goals at Legacy Financial Strategies.