,CFP®
Andrew is a passionate wealth management professional who is committed to helping individuals and families make thoughtful, informed financial decisions. He focuses on helping families manage their wealth in a way that reflects their values. He emphasizes the importance of thoughtful planning and clear communication as essential components of financial decision-making. Andrew has a particular interest in multi-generational family planning, finding it especially meaningful to support clients as they consider the long-term financial well-being of their loved ones. His approach is designed to help clients align their financial strategies with what matters most in their lives.
Andrew has over a decade of financial services experience. Prior to joining Modera in June 2022, he worked in the investment department at Fiduciary Trust Company and held client service roles at both Fiduciary Trust and State Street.
Andrew received a B.S. in finance from the University of Massachusetts Dartmouth and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a member of the Financial Planning Association (FPA).
Andrew lives in Brookline, MA with his wife. He loves to travel, enjoys the great outdoors, and spends as much time as possible with family and friends. In the winter, you can find him skiing, while in the summer, he’s often at the beach, camping, or bushwhacking to find the golf ball he just hit.
What do you value most in your client relationships?
I value the trust our clients place in us and the relationships we develop over time. Clients aren’t just entrusting us with their wealth, but with the future experiences and values that wealth can bring to their lives. Actively listening to better understand a client’s goals and values is critical for tailoring their financial plan. It’s also a lot of fun, as it allows me to get to know them on a personal level.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning was sparked by the questions I asked myself about optimizing my own personal finances at the beginning of my career. This spark grew as I realized that everyone could benefit from sound financial planning in some capacity. I find it incredibly rewarding to help others use the tools at their disposal to pursue their goals
How do you feel you help to create impact for clients?
Some of the best feedback I can receive from a client is that I’ve helped give them gain some peace of mind. Having a sound plan in place that addresses the areas that are most important to each client can help to alleviate the weight of an unknown future.
What do you enjoy most about working at Modera?
The people—both clients and colleagues. I feel lucky to be able to collaborate and problem-solve with such brilliant, fun, special people.
Where did you grow up? Where do you live now?
I grew up in Andover, MA and currently live in Brookline with my wife.
CERTIFIED FINANCIAL PLANNER®
University of Massachusetts Dartmouth, B.S., Finance
