Chartered Retirement Plans Specialist®
Accredited Investment Fiduciary®
Andrew serves as a Retirement Plan Advisor with Wealth Advisory Group, Inc.
Andrew provides experience-based solutions to common retirement plan issues facing organizations and individuals based on his fifteen years in the industry. His clients benefit from his extensive knowledge of the wide range of retirement preparation solutions and his consultative approach to determine the best options for each specific client. He specializes in providing co-fiduciary advice to his corporate clients including Fiduciary Investment Reviews, B3 Benchmarking Analysis and Investment Scorecards for client accounts, as well as Fiduciary Compliance for Trustees of the client organizations.
Andrew joined with Wealth Advisory Group, Inc. in 2011 to continue his focus on providing effective employee benefit plans, investment strategies, retirement readiness, and successful retirement plans to a range of companies. Prior to joining Wealth Advisory Group, Inc, he spent three years at Raymond James Financial Services where he concentrated on improving and servicing Corporate Retirement Plans. Andrew began his career in the Financial Services industry in 2002 with The Hartford serving numerous roles.
Andrew graduated from the University of Colorado at Boulder. He has been awarded the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies®, which signifies specialized knowledge of fiduciary responsibility and processes. He also is a Chartered Retirement Plans SpecialistSM designee through The College for Financial Planning signifying specific knowledge on the design, installation, and administration of retirement plans for the organizations. Andrew is a licensed FINRA Series 6, 7, 63 and 65 professional.
Andrew and his wife, Elizabeth, enjoy spending time with their young son more than anything.