Since 1983, Andy has built his personal financial planning practice around comprehensive and holistic wealth planning. Andy’s goal is to help clients connect with their goals and make informed decisions to achieve those goals.
Andy earned a Bachelor of Arts degree in Economics from Fordham University. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from The American College and the Certified Divorce Financial Analyst (CDFA) from the Institute of Divorce Financial Analysts. He holds the Series 7, 24, 51, 63 and 65 security licenses and is a registered investment advisor and holds various state insurance licenses.
To better serve his Florida clients, Andy relocated the practice to Jupiter Florida in early 2018 and affiliated with Novem Group, a Registered Investment Advisor and American Portfolios as the broker-dealer in June of 2019.
In 2019, Andy started Fair Share Divorce Solutions, LLC to give divorcing individuals the financial expertise they need to analyze their financial data and avoid long-term financial pitfalls. He offers a kinder, gentler, and fairer divorce solution instead of the traditionally painful path.
Andy resides in Tequesta Florida and is the proud parent of three grown children. In his free time, Andy enjoys golfing, fishing, traveling and watching all major sports. He is an active member of Calvary Church in Jupiter Farms.
