As a GCG Financial advisor, Andy’s goals are simple: to know his clients well, to treat them with respect and to measure his success by their success. To meet those goals, Andy develops financial plans tailored specifically to the individual needs of each of his clients. Andy values long-lasting client relationships and advises his clients through every stage of their financial journey.
Andy brings over 20 years of experience with various institutional investing and financial planning firms to the GCG team. What Andy enjoys most about his job is the opportunity to work with individuals and businesses on an intimate level. Understanding client’s goals and needs and the satisfaction of putting strategies in place to pursue them is his personal passion.
Outside of work, Andy enjoys spending time with his wife, Katie, and their two golden retrievers, Fletch and Grace. When he is away from work, he enjoys playing golf, competitive canine sports and spending time with family and friends.
Education: B.A. Finance, Roosevelt University
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.