Andy connects with individuals on a personal level to better provide guidance on their road to retirement.
Andy joined the firm in 2015. He loves to work with his family members and co-workers to craft the financial strategies that will make a real difference in clients’ lives.
He has passed the FINRA Series 6, 7, 63 and 65 securities exams and holds life, health and variable annuity insurance licenses. He has a bachelor’s degree in business management from Rasmussen College.
In his free time, Andy enjoys spending quality time with his wife, Kristin, and their 3 cats and also enjoys staying active in recreational events and organizations in Rochester.