Andrew believes that providing clients with confidence to make some of life’s toughest decisions is the most rewarding aspect of being a financial planner. This confidence allows Andrew’s clients to focus on the areas of life that are most important to them, reducing the stress associated with making financial decisions. Andrew has over 12 years of experience in the financial services industry.
Andrew enjoys connecting with his clients and hearing their story, building trust early in the relationship. As a CERTIFIED FINANCIAL PLANNER™, Andrew always puts his clients’ interests first and understands that acting as a fiduciary is not only the right thing to do, but is imperative in establishing a trusted relationship.
Andrew works with individuals and families that are approaching the retirement phase of their lives and are seeking guidance on navigating the complexities of this transition. Andrew also works with busy professionals who are seeking assistance in helping manage their myriad financial priorities.
Originally from Maine, Andrew and his wife relocated to Kennebunk in 2019 from Massachusetts. Outside of work Andrew enjoys golfing, exploring the Maine woods, and sampling some of the great craft beers the state has to offer.
Bigelow Investment Advisors, LLC, Senior Wealth Advisor
Stonehearth Capital Management, Senior Financial Advisor
Salem Five Investment Services, Financial Consultant
Salem Five Investment Services, Investment Associate
Shetland Investments, Trader
Endicott College, BA in Business Administration
MEMBERSHIP & CERTIFICATION:
CERTIFIED FINANCIAL PLANNER™ certificant
CFP: Certified Financial Planner. Accredited by the National Commission for Certifying Agencies (NCCA), this designation is issued by the Certified Financial Planner Board of Standards, Inc. (CFPBS) and is granted to individuals who complete a CFP Certification Examination. Once issued, the candidate is required to complete 30 hours of continuing education every two years and must continuously meet the standards administered by CFPBS.