Andrew joined Northeast Wealth Planners in 2018. As Northeast Wealth Planners’ Investment Specialist, Andrew helps to successfully identify client investment needs through research and several financial planning tools. He also prepares various investment reports, client presentations, and reviews, and is tasked with making portfolio adjustments and trades, as it is deemed necessary.
Andrew also is a Financial Advisor, and has a passion for assisting others in achieving financial freedom and stability. Andrew recognizes that every person is in a different financial and life situation, and believes it is his responsibility to fully understand each person’s unique position in order to create tailor-fit financial plans and strategies. He also believes that creating a financial plan is not a one-time event, but rather a process that continues to progress and evolve over a person’s lifetime. Because of this, Andrew is committed to a lifelong relationship to his clients and their families, and believes in an approach that is built to succeed under all circumstances.
Andrew graduated from Hobart College, where he earned a degree in Economics and was a member of the basketball team. He continues to be involved with sports, whether it be playing himself, training youth basketball players throughout the area, or attending local and professional games. In his free time, Andrew enjoys spending time with his family and friends, traveling, and staying up-to-date with financial news, information, and trends.