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As a high schooler during the Great Recession in 2009, Andrew was surrounded by fear and confusion about the economic crisis unfolding around him. That experience sparked his desire to understand the financial world more deeply and to help others make confident decisions for themselves and their families. Over the past 10 years, working alongside experienced financial professionals, he has been grateful for the opportunity to help families feel more secure and empowered in their financial lives.

Andrew works to help people recognize, understand, and pursue their life’s goals, opportunities, and risks. He has experience in Comprehensive Financial Planning, Investment Portfolio Review, Retirement Strategies, Business Planning, Education Planning, Social Security, IRA Rollovers, Annuities, Pensions, Life Insurance, Long-Term Care Insurance, and Estate Planning.

He holds both the WMCP® (Wealth Management Certified Professional) and CPFA (Certified Plan Fiduciary Advisor) designations.

• The WMCP® equips advisors with advanced training in goal-based financial planning and modern investment management strategies—helping clients align their money with what matters most in life.
• The CPFA demonstrates expertise in helping employers and individuals navigate retirement plans, fiduciary responsibilities, and strategies to improve retirement outcomes.

Andrew lives in Delaware with his wife, their three children, and another child on the way. His personal interests include weight lifting, watching movies and TV, and playing video games. He is also currently writing a financial planning book that he will be releasing soon.