When done correctly, qualified and non-qualified retirement plans can be very effective ways to attract and retain talented employees. Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan. As an independent financial planner and experienced entrepreneur, Andy works with businesses to balance investment fees with long-term performance potential. He also assists plan participants in understanding the process of constructing portfolios using disciplined asset allocation tailored to their unique needs.
Andy also likes to give back, he teaches various financial classes at local community colleges, employee assistance programs and senior centers. An active Lexington Lion, Andy earned his B.S. in Chemical Engineering from Carnegie Mellon University in 1993 and his MBA from Babson College in 2001.
He holds the series 7 and 673 with LPL Financial, series 65 with Bickling Financial Inc., and is a licensed insurance agent.
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