Andrew is a partner at SBW who works with entrepreneurs and their families. With over 20 years in the industry, Andrew helps clients think outside of the business by looking at areas of retirement planning, income protection, tax and estate planning, and life insurance analysis.
Andrew is a graduate of Saint Mary’s University, holds a Certified Financial Planner (CFP) designation, and a Chartered Life Underwriter (CLU) designation. He lives in Bedford with his wife Mary Jane and two boys, Hudson and Marshall. When not at the office, Andrew can be found coaching hockey, golfing, or at the beach with his family.