Andy serves as a Wealth Advisor and Risk Management Specialist at LVW Advisors. He brings more than 12 years of professional experience, including expertise in Estate Planning and Trust-Owned Life Insurance (TOLI), working closely with high-net-worth clients to deliver comprehensive advice.
Prior to LVW Advisors, he spent six years with Lloyd’s of London, working with motorsport and professional athletes, specializing in disability income, loss of value and related insurance services.
Andy is a graduate of The University of North Carolina at Chapel Hill, with a major in Political Science and a concentration in Jazz Studies. Separately, he earned the Accredited Investment Fiduciary (AIF) designation. He is a member of Million Dollar Round Table (MDRT), the international network of leading insurance and investment financial services professionals.
A resident of Rochester, NY, Andy is a sports and music enthusiast, a devoted golfer, cigar aficionado and enjoys spending free time with his family and friends.