Andrew joined our team in 2023, bringing with him over a decade worth of customer service experience. As PFP’s Client Relationship Manager, Andrew spends much of his time communicating with our clients. Whether he’s sending happy birthday wishes, providing updates on accounts, or scheduling review meetings, our clients hear from Andrew on a regular basis, making him a familiar presence and reliable resource to them.
Andrew is also an independent life insurance agent who specializes in working with families looking to secure their financial futures. He enjoys educating those he meets about the differences between carriers and the benefits and drawbacks of different types of life insurance. Next on Andrew’s list is to become Series 7 and Series 66 licensed so that he can work toward becoming a holistic financial planner for his clients.
When he’s not working, Andrew likes spending time working on his golf game. If he’s not golfing or spending time with friends, he’s relaxing at home, watching a Premier League match, or knocking off the remaining movies on his “must see” list.