Meet Andy

Andy is a Financial Professional working with Equitable Advisors in the Retirement Benefits Group. Andy works with educators/non-profit employees and their families to provide focused strategies (which have unique needs and goals). These include student loan forgiveness, early retirement planning – pension/social security/Medicare, and qualified plans (403b,457,IRA).

Andy spent 17 years working with at-risk teens at a non-profit before coming to Equitable Advisors. He attended the University of Wisconsin-Whitewater and graduated with a bachelor’s degree in Finance. He has his FINRA series 7 and 66, life and health insurance licenses and is currently licensed in IL, TX, and WI. Andy has been in the industry for five years and recently completed his Retirement Income Certified Professional designation (RICP) focusing on helping clients prepare for the challenges of retirement income planning.

Andy lives in Wales, WI with his wife Nikki, daughter Elliana, and rescue dog Jasmine. He enjoys all four seasons in Wisconsin – family cabin up north, barbeques, and festivals. He is also an avid weightlifter, Bayern Munich fan, and loves all things Wisconsin sports