Andy has been a member of Marsh & McLennan Agency’s Retirement Services team since 2014 and is responsible for business development for their Enterprise Division.
Andy has extensive experience in all aspects of the management of retirement plans, including plan design, investments, fiduciary responsibility, cost containment, and employee communication.
Andy has more than 15 years of experience in the mutual fund and retirement industry. He has been named Top Retirement Plan Advisor Under 40 for the past 2 years and is a member of numerous Elite Advisor programs, including the CPFA and CHSA. Andy graduated from the University of Massachusetts at Dartmouth and holds his NASD Series 6 and 63 licenses. He lives is South Boston with his wife and is an avid yachtsman.
MMA New England is a part of Marsh & McLennan Agency, LLC (MMA). Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC. MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies.