With over 20 years of industry experience, Andy focuses on asset management and retirement income strategies. His approach emphasizes managing risk and capitalizing on opportunities with careful consideration of clients’ needs and goals.
Andy holds his Series 7, General Securities Representative Exam, Series 66, Uniform Combined State Law Exam and Life and Health licenses for several states. He has been a guest on "Smart Money Radio" on WICC 600 in Bridgeport, CT. He has also appeared on the "Your Money" segment for WTNH Channel 8.
In addition to providing general practitioner support to clients, Andy's area of focus is Comprehensive Financial Planning coordinated with Investment and Insurance Planning. Andrew holds a degree in Political Science from Arizona State University. He also holds the AIF®, Accreditted Investment Fiduciary designation by Fi360, ChFC®, Chartered Financial Consultant, and CASL®, Chartered Advisor for Senior Living, designations; both from the American College in Bryn Mawr, Pennsylvania. Andy lives in Trumbull, CT with his wife, Michelle, and their two children.
Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.