Having been involved in the Fine Arts for so long, Andrew saw a need for greater financial literacy, education, and money consciousness within that community. With a father in the finance industry, Andrew was exposed to money mindfulness throughout his entire life. Meshing his two worlds together, he developed a curiosity of finding a way to help an industry he is most passionate about receive that same level of resources and education for their own futures.
At his core, Andrew is both a storyteller and a holder of stories. He believes that his clients should see themselves as the protagonists of their own financial stories, particularly in a world that often vies heavily for them to release that position. Andrew finds purpose in offering unique perspectives to clients that leaves them feeling more confident and with a clearer conscience than when they first walk in the door.
Andrew grew up in Middletown, Connecticut where his family still resides today. He graduated from Abilene Christian University in Texas with a Bachelor of Fine Arts in Acting. Impressively, Andrew has directed and acted in several theatre productions and was the President of Alpha Psi Omega. He is a proud member of Swap the Biz in Morristown, NJ and a passionate advocate of the LGBTQ + community. His career goal is to make a monumental, life-altering impact on the lives of all his clients and give them a clear direction of the next steps in their lives.
License
Life & Health
Series 7
Series 66
Education
BA Fine Arts, Abilene Christian University
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
