,CFP®
Andrew’s role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working towards their financial and investment goals.
What do you value most in your client relationships?
I value the relationships developed over time and the trust our clients place in us. Every client is unique. The process of active listening to gain an understanding of someone’s values and perspectives is not only critical for a successful financial plan, but also a lot of fun when 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 found myself asking about how to optimize my own personal finances at the beginning of my career. This spark grew as I learned to appreciate that everyone could benefit from sound financial planning in some capacity and how rewarding of a feeling it was to help others use the tools at their disposal to work towards their goals.
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 Beacon Hill with my wife. We love the spontaneity of exploring Boston by foot.
CERTIFIED FINANCIAL PLANNER®
University of Massachusetts Dartmouth, B.S., Finance
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