Meet your financial specialists.
Andrew’s core focus is advising retirement plan sponsors on the often-complex nature of their plans. His work covers all facets of plan management, from day-to-day administration to compliance, to how employees access the program and prepare for a successful retirement. Throughout this process, he leverages his educational background and extensive experience to help sponsors feel more confident about their roles and responsibilities.
As a graduate of The Retirement Advisor University®, Andrew is a Certified 401(k) Professional. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, is the first company retirement plan management certification program offered in collaboration with an institution of higher learning. The mission of The Retirement Advisor University at UCLA Anderson Executive Education is to empower financial professionals focused on the defined contribution and 401(k) industry with the qualifications and skill sets necessary for the planning of a more secure retirement for plan sponsors and participants.
Andrew has over 30 years of experience in strategy, management consulting, and sales. Throughout his career, he’s worked with a wide variety of clients to help them set, work toward, and achieve their goals.
Before joining SWP, Andrew held positions at The Bensman Group, Edline, and Medline Industries. He co-authored the book How to Overcome the Power of the Golf Ball, along with Ollen Stephens, PGA Master Professional (Teaching & Coaching), which provides a roadmap for setting and achieving goals in golf and beyond. Andrew applies the principles from the book to foster meaningful relationships with his clients.
Outside of the office, Andrew enjoys golfing and Taekwondo – in which he holds a 1st Dan Black Belt. He also ran the Chicago Marathon in 4 hours and 9 minutes. He has three children, Hailey, Sarah, and David. Ask him how he did on the television game show Classic Concentration with Alex Trebek.
MBA in Finance and Marketing, University of Chicago
BA in History, University of Virginia
Certified 401(k) Professional, C(k)P®
Accredited Investment Fiduciary®