FINRA Series 7 and 66 registrations
Life, Accident & Health
B.S. Finance, Saint Joseph's University
Andrew brings a combination of institutional investment expertise and a genuine love for helping people to his work. His passion for finance was instilled early by his father, Jim — watching him build client relationships that remain with the firm today is what drew Andrew to this profession.
Andrew focuses on legacy planning, philanthropic strategy, and long-term investing. His commitment goes beyond managing portfolios: he strives to build lasting relationships and to be a trusted resource through all of life's ups and downs.
Andrew lives in West Chester, PA with his wife and two children. Outside the office, he enjoys traveling, strength training, cooking, and sports.