Financial Advisor
Andrew's passion lies in listening to the unique needs of each client, crafting financial roadmaps that cater to their dreams. Much like his clients, Andrew is a family man, with his wife Morgan, daughter Olivia, and son Drew residing in Macungie, Pennsylvania. Understanding the importance of life events, he is driven to comprehend your financial matters, to help ensuring your financial well-being is the ultimate goal.
Andrew's commitment to staying informed on the latest in retirement planning, wealth accumulation, and risk management is unwavering. In 2014, he earned the Equitable designation of Retirement Benefits Specialist – Tax Sheltered Plans, adding to his credentials. His dedication to education and continuous learning allows him to to help guide educators, public sector employees, and their families through a secure financial future.
Andrew's journey began after graduating from Kutztown University with a Bachelor of Science Degree in Business Management. His career path in financial planning was inspired by an internship that ignited his passion for helping others achieve their financial goals. As the son of two teachers and married to Morgan, a teacher herself, Andrew is committed to assisting those who dedicate their lives to helping others.
In his personal life, Andrew enjoys spending quality time with family, celebrating milestones, and maintaining a balanced lifestyle. Andrew enjoys working out and maintaining his fitness. He also appreciates watching college football and basketball. Andrew's experience being on various sports teams growing up shaped him professionally; he values collaboration with his team at The Rockland Group-Wealth Management, providing clients with a vast resource base to navigate their financial milestones.
Andrew's approach is simple: act in the best interest of his clients, not just because of professional obligations, but because he genuinely cares.
Education:
Kutztown University-B.S. Business Management.
Licenses:
FINRA registrations: Series 7, 63, and 65
Life / Health Licenses
CA License #: 4263537