Senior Financial Planner
Andrew joined Adviser Investments in 2018 as a financial planner. He works closely with portfolio executives to develop custom-tailored strategies for each client’s unique situations. Andrew graduated from the University of Massachusetts-Amherst with a B.S. in economics and began his financial career as a portfolio analyst at Wingate Wealth Advisors.
After gaining investment management experience, Andrew decided to focus exclusively on personal financial planning and earned his Certified Financial Planner™ (CFP®) designation in 2017. He is currently enrolled in the Master of Science program for personal financial planning through the College for Financial Planning. He has particular interest in behavioral finance and how to effectively plan for the different stages of life.
Andrew lives with his wife in Woburn, MA and enjoys playing guitar, reading and spending time with his friends and family.