Registrations & Licenses:
FINRA Series 7 & 66
Life, Health & Accident Insurance Licenses
Bachelor of Science
Business, Management & Economics
SUNY - The State University of New York
CERTIFIED FINANCIAL PLANNER™ Professional
Andrew joined Allied Wealth Partners in March of 2014. Andrew focuses much of his time building and maintaining relationships with Business Owners, Corporate Executives, Law Firms, Accounting Firms and Community Banks.
Business Owners and Corporate Executives utilize Andrew's team to administer Retirement Plans such as 401k, 403b, 457, Profit Sharing, SEP, Simple IRA's as well as Health Insurance, Group Life, Disability & Long-Term Care Insurance, Executive Bonus Plans, Deferred Compensation, Buy/Sell agreements and Key Person coverage just to name a few.
Andrew also implements Financial Wellness Programs within companies to help employers get the most out of their employees. It has been said that employees who have a clear understanding of their personal finances are more inclined to be happy and more productive, transferring the quality of their employment experience into everything they do. As a former business owner of 15 years, Andrew saw firsthand the value of this rationale. Andrew coordinates Financial Wellness Programs that provide on-site financial services for employees of mid-to-large size companies.
Community Banks, Law Firms and Accounting Firms often refer their clients to Andrew's team to expand and strengthen their client connections, fostering deeper, more meaningful relationships. Andrew has cultivated these relationships to provide complete Wealth Management Services to specific needs such as Life, Disability and Long-Term Care Insurance offerings.
Having the support of an extensive team of diversified professionals allows Andrew to handle simple to complex cases with exceptional service and total confidence.
Andrew's passion for the services he provides is deeply rooted and very personal. Andrews father passed away suddenly at the young age of 47 -- prior to putting in place a financial plan. This tragic event solidified the importance of living for today while also preparing for tomorrow. Andrew has made it his mission to help clients build wealth while protecting assets, income and families from unforeseen risks along the way.
Andrew resides in Manhattan with his wife, Julie and their children Addison, Avery, and Andrew. Andrew enjoys reading, snowboarding, golfing, boating and professional napping.
Andrew is a Registered Representative and Investment Advisor Representative of Securian Financial Serivces, Inc.