Andy brings over 12 years of retirement services industry experience to his role at Aegis. Initially a Participant Support Specialist, he quickly advanced into a Retirement Plan Consultant position. He currently manages a variety of plans for numerous high-value clients. Andy also serves as an Aegis Team Lead, coaching and mentoring Junior Consultants on the complex and ever-changing rules and regulations of retirement plans.
Andy holds a B.S. in Business Administration with Concentrations in both Management and Finance from SUNY Brockport. He also holds his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA).
When he is not working, he enjoys playing chess, fishing, golfing, and hiking the White Mountains with his two dogs.