Interests

Andrew enjoys watching sports with his friends as well as playing golf, basketball and working out at the gym. In his free time, he enjoys reading and listening to financial podcasts.

Education

• Bachelor of Science in Accounting, Monmouth University, Long Branch, NJ 2022

Qualifications

• Maintains Series 66, Series 7 held through LPL Financial, Life and Health Certification
• CRPC® Chartered Retirement Planning Counselor℠
• Accredited Investment Fiduciary®

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Roles & Responsibilities

Andrew monitors the daily needs of our clients by assisting with comprehensive financial planning  topics, portfolio monitoring, investment research and trading operations/activities.