Financial Consultant
Andrew has built his practice by listening to the unique needs of each of his clients. Through a balanced approach of investing and managing risk in the areas of retirement planning, wealth accumulation, and risk management, he works with his clients to tailor a financial plan that fits their goals for the future and brings them peace of mind.
Throughout his career, he continues to build his knowledge in the areas of the accumulation phase of retirement planning, efficient strategies for retirement, as well as passing wealth to the next generation. He obtained the AXA designation of Retirement Benefits Specialist in Tax Sheltered Plans in 2014. Through his continued dedication to his clients, he has become highly proficient on how to structure financial plans that benefit educators, public sector employees, and their families.
Andrew began his career soon after graduating from Kutztown University with a Bachelor’s of Science Degree in Business Management. He decided to dedicate himself to the career path of financial planning after initially interning in the field. He found his passion in helping others plan for their future financial goals.
Andrew works with a team of financial professionals in The Rockland Group-Wealth Management, LLC. Through partnering with other individuals with additional specialized areas of practice, Andrew has been able to offer his clients a large resource base as they reach various financial milestones in life.
Andrew resides in Macungie, PA with his wife, Morgan and daughter, Oliva.
Education:
Kutztown University-B.S. Business Management.
Licenses:
FINRA licenses: Series 7, 63, and 65
Life / Health Licenses