About Andrew

I currently hold the designation of Accredited Investment Fiduciary (AIF®), I offer investment management and asset protection solutions. This designation is extremely important to me and how I run my practice - my clients always come first. I work extensively with business owners, major corporations, and individuals on the importance of proper financial planning and how to prepare for a sound financial future by looking at the big picture, making the most out of high-income earning years, and ultimately, retire with confidence.

My motivation for educating my clients on the importance of planning for the future came from a profound experience I had prior to joining Barnum Financial Group. I was an executive in the automotive industry for many years, and I had crossed paths with an employee who did not earn a high income, but felt it was time to retire. This individual was under the impression he was going to use the pension he thought he had during retirement, but it turns out - he didn't. A month later, this person had passed away, leaving his family with nothing. The very next day, I made it my mission to sign everyone up in that dealership for a 401(k) plan. Today, I work closely with 12 companies, all set up with retirement plans. When you see someone you've worked with for over a decade pass away with nothing to leave behind, it will move you.

After having the pleasure of being an advisor for UBS, I then moved on in becoming a financial advisor at Morgan Stanley. Since joining Barnum, I've earned Leader's Conference in 2016 and 2017. 

I currently reside in Stratford, CT, and I very much enjoy spending time with my two sons, Matthew and Brandon. My hobbies include skiing, golfing, and surfing.

CA Insurance License #0M88181

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.