Andrew is a Wealth Manager with over twelve years of experience. As an Accredited Investment Fiduciary (AIF®) designee, he adheres to a high standard of care and always acts in the best interest of clients. He applies extensive, objective, and prudent processes for evaluating investment options and managing risk.
Andrew offers extensive financial planning services to clients. Depending on specific needs he manages investment accounts with individual stocks, bond & CD ladders, ETFs, CEFs, mutual funds, options, and annuities. He has experience maintaining tax-efficient strategies, makes use of tax harvesting, and employs individualized discretionary portfolios.
He provides objective advice on insurance plans including life, health, disability, business buy-sell/overhead, and long-term care. Retirement plan selection, monitoring, fiduciary support, and participant education is an additional area of focus.
Andrew holds Series 7, 6, 63, & 65 securities registrations in addition to being licensed in Life/Health/P&C and CT LTC-partnership certified. Originally from Woodstock (CT), he graduated from Woodstock Academy and the University of Connecticut before beginning his career in Financial Services. He resides in Chester, CT and is a current member of the Chester Rotary Club.