Andy has over 20 years of experience in the financial services industry where he has engaged in a wide range of duties. Andy was a relationship manager at a mutual fund company and sold short duration investment products to institutional clients.
He wholesaled 401K record keeping solutions to financial advisors and direct to business owners. Most recently Andy worked as a Regional Sales Director for a third party administrator where he partnered closely with advisors and plan sponsors.
Andy earned the Certified Financial Planner(r) designation in 2008, the Accredited Investment Fiduciary designation in 2014, and served as Board member and past President of the North Florida Chapter of the Society of Financial Service Professionals.
Andy currently lives in Fleming Island, Florida with his wife Sue and son Max.
Interested in having Andy at your next event?
Call (800) 663-1340 or contact us today!