Andy joined our team after 8 years as a salesperson in the mortgage department at Avidia Bank. He has been on our team for almost a year. Prior to joining us he passed The Securities Industry Essentials® (SIE) Exam. Andy then decided to take his passion for finance to assist people and became a financial advisor. He holds the Series 7 and Series 66 securities licenses through LPL Financial and a Life, Accident & Health Producer License. Andy attended Holy Cross College as an Economics major and in his first years out of college was a financial advisor for Ameriprise Financial and after that Fidelity Investments. His ability to listen and resolving clients wants vs. needs allows him to enable the client to pursue their financial goals. We are truly fortunate to have him on our team.
In his spare time, he and his wife enjoy vacations to the Cape and Florida. He enjoys coaching his two teen age sons and takes great pride in their accomplishments.