Andrew is a financial advisor with Preferred Planning Associates specializing in comprehensive financial planning, customized investment portfolio construction, and risk management services to help clients reach their goals. He has been in the financial services industry for over 25 years helping clients, advisors and institutions attain their financial goals and objectives by utilizing effective products, services and strategies. He believes that excellent service is the key to cultivating great relationships with his clients.
Prior to joining PPA, Andrew held significant positions at Ameritas, Manning & Napier, JP Morgan Chase and Morgan Stanley. He is a graduate of the University of Michigan with a B.A. in Economics and currently holds the FINRA Series 7, 24, 63 and 65 licenses in addition to insurance licenses. Andrew stays involved in the community by supporting the Oxford Free Clinic, Matthew 25 Ministries, and Saint Maximillian Kolbe church.