As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors on the pre-sale analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities. His approach focuses on pairing timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility.

Before joining Commonwealth Financial Group, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As a Senior Case Design Specialist, he worked with top national insurance producers from a multi-carrier design standpoint.