Andrew’s career as a Financial Planner began during and internship in 2001 with Northwestern Mutual Life Insurance Company. It was during his internship that he realized the passion and talent he possessed to distill the often complex and confusing landscape of financial planning down into simple, actionable steps that his clients, friends and family could use to achieve their personal goals and better their lives. Andrew helps young professionals balance their long-term goals with their day-to-day choices. He helps mature couples confirm that their diligence has paid off and that they are ready to retire. He helps small business owners grow, protect and transfer their most valuable asset. He feels blessed that financial planning is his “calling.” He gets to help people of all walks of life from all around the world.
In 2002, Andrew partnered with David E. Vaillancourt, CPA, CFP® and Vaillancourt and Lefebvre Wealth Management, LLC.
He has found it tremendously fulfilling to help his clients make good decisions for their goals and circumstances.
He knows he’s successful when his clients achieve a sense of peace and clarity regarding their lives, money, and circumstances.
Andrew graduated from Southern New Hampshire University in 2002 where he earned a Bachelor’s Degree in Accounting & Finance. He holds Series 7, 24, 63, and 65 Securities Registrations. He also has his Life, Accident, and Health license. In 2013, after many years of preparation and hard work, he advanced his commitment to comprehensive planning for his clients by earning the Certified Financial Planner® designation. His practice focuses on comprehensive planning through a network of professionals, including CPA’s attorneys and banking specialists.
*Massachusetts State Notary Public