Andrew grew up in Thiells, NY. He currently resides in NY and Charlotte with his wife Joanne, his two children Brooke and Amber, and his two dogs Marcus and Willow. He attended Ramapo College where he received a bachelor’s degree in finance and graduated with honors near the top of his class.
He started out in the life and group health insurance business and evolved into a financial services firm. He developed a niche at helping business owners with their companies group benefits and their own personal finances. Andrew is an Investment Advisor Representative, and holds life, health, property and casualty and variable insurance licenses.
Andrew is committed to helping clients take a long term view of their financial goals. He works with them to develop and implement investment and cash flow management solutions aimed at fulfilling those goals. He is dedicated in meeting the needs of business owners and entrepreneurs, affluent clients, retirees and those preparing for financial change in their lives.