Your Financial Prosperity Starts with the Right Plan

My name is Andrew and I'm a Financial Coach and Planner.  I've worked in the Financial Services Industry since 2004.  In the investment management space, I worked for JPMorgan, US Bank and Loomis, Sayles & Company as a Portfolio Analyst for both fixed income and equity portfolios.  I then spent five years working for Huron Consulting Group helping my clients to accelerate cash flows, redesign departments, processes and procedures and another two working for myself.  My passion for investments and consulting allows me to help my clients put together solutions that are tailored for their individual goals and situations.  Retirement planning, life and disability income insurance, small business benefits and 401k plan implementations are my specialties.

I grew up on the North Shore of Massachusetts, which I consider to be a special place in the world, and currently live in Hamilton.