History
Andy was first introduced to the financial services industry while working as a bank teller during his college years. He transitioned into an investment position at the bank, and has only expanded his passion for the insurance and annuity industry since then. Andy earned his Bachelor of Science degree in finance from Lewis University and holds his Series 6, 7 and 63 securities licenses, and life and health insurance licenses.
Specialties
As a full-service financial firm, we offer a wide range of financial products and services to individuals and business owners to help them achieve a more secure financial future. Among our services are retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care, IRA and 401(k) rollovers, estate planning and IRA legacy planning.