Andy studied at Western Michigan University and Arizona State University where he graduated with a Bachelor of Science, Marketing Degree. Andy has been associated with GCG Wealth Management since 1994 and is a veteran in the life insurance and financial services industry. Andy is a member of NAIFA, MDRT, Court of the Table and has been recognized for being a leader in his field, qualifying for MDRT 14 times and COT seven times.
Professional Specialties include:
- Personal Life and Disability Insurance
- Wealth Accumulation and Tax Deferred Strategies
- Estate Preservation, Wealth Preservation Strategies
- Buy Sells, Split Dollar and “Key Person” Life Insurance
- 401(k), 403(b), SEP and Profit Sharing
- 412(i) and 419(e) Plans
- Institutional Money Management Programs
- Fee Based Planning
Andy is an Investment Advisor Representative and Registered Representative with Woodbury Financial Services, Inc. with Series 6, 7, 63 and 65 registrations; and Life & Health and LTC licenses, which allow him to offer institutional as well as retail, mutual funds, annuities, and investment advisory business.
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.