In 2021, I joined Baystate Financial as a Financial Advisor with the added bonus of working with my father Robert, and brother Rico. Being able to work with my family, while helping other families, is something I feel blessed to be a part of.
My mission is to assist individuals, families and business owners in defining their goals and achieving financial freedom. I want to be a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives.
Our team works with Business Owners and Families in the following ways:
- Retirement Planning
- College Savings
- Business Succession and Continuity Planning
- Minimizing Tax Liabilities
Outside of the office, my wife Samantha and I live in Woburn with our two dogs: Reggie & Otto. In our spare time we love golf, red wine, and spending time with family on our boat.
I started out my career at Putnam Investments as a Regional Consultant in South Florida working exclusively with financial advisors for the last 7 years. Over that time, I recognized how important financial planning was to the future success of families and business owners, and I wanted to be a part of that firsthand.
- Insurance Strategies
- Business Owners
- Retirement Strategies
- Business Succession Planning
- Estate Planning
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Andrew’s Licenses and Disclosures