Andy is a Certified Investment Management Analyst, Certified Exit Planner, and Wealth Manager for Financial Strategies Advisory.
He holds a Bachelor’s degree in Entrepreneurship from the Indiana University of Pennsylvania and a Masters in Finance from LaSalle University. In addition, he completed coursework for the CIMA® certification at the University of Pennsylvania, Wharton School of Business.
Prior to the start of his independent financial planning career, Andy served as AVP, of Institutional Sales at Sentinel Asset Management and worked with the High Net Worth Client Division at The Vanguard Group.
Andy is a member of the Business Enterprise Institute and has been an active member of the CEO Thinktank, PennSuburban Chamber of Commerce, Financial Planning Association of Philadelphia, Rotary Club of Blue Bell and the Montgomery County Estate Planning Council.
Andy lives in North Wales, PA with his wife Susan and 3 sons Bruce, Charlie, and George. Andy enjoys spending time coaching youth baseball, golfing, fishing, hiking, reading, traveling, and watching rugby or UFC with friends. His preferred use of time is to spend it with family and expose his kids to new experiences.
Favorite Books
Unbroken (Laura Hillenbrand), Outliers (Malcom Gladwell), 7 Habits of Highly Effective People (Stephen Covey) No Easy Day (Mark Owen), Killing Patton (Bill O’Reilly), Freakonomics (Steven Levitt and Stephen Dubner), Tribe of Mentors (Tim Ferris), Practice Made More Perfect (Mark Tibergian)
Favorite Local Restaurants
Valentino’s (Lansdale), Ooka (Montgomeryville), Stove and Tap (Lansdale), Conquering Cuisine (Doylestown), Umai (Lansdale), Bocelli (Gwynedd Valley), Tony’s Pizza (North Wales), Tex Mex (North Wales), Arpeggio’s (Spring House), Bacco (North Wales)
Why I Love This Area
My roots are here in Montgomery County and I love seeing the towns that I grew up in continue to improve and provide more activities, restaurants, public parks, etc…
I’m looking forward to watching my kids grow up here.
We have access to so many great destinations in this area. Poconos, NJ, DE, and MD beaches, along with several big cities within an hour or two.