Broker Check

Connections and Notable Mentions

NQA- National Quality Award

Perennial winner of our trade organization’s National Quality Award for persistence and quality of business.

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes:

  • Professionalism through education and earned designations
  • Production measured by performance metrics customized for each practice specialty
  • Adherence to the NAIFA code of ethics, and
  • Service to your industry association

We believe this recognition is earned because we take the time to listen to our clients' concerns and help them formulate goals and objectives.


TOT-Top of the Table

 Andy is one of the youngest repeat qualifiers for the Million Dollar Round Table’s prestigious TOT qualification. This group is limited to the top 1% of their worldwide membership. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

More importantly, it gives us continual, regular access to some of the best problem solvers in the industry.


PRESIDENT- NH chapter- National Association Insurance & Financial Providers 1989. 



Industry achievements include publishing the popular newsletter Your Financial Future, teaching courses on business and financial planning at Notre Dame College and developing a solid reputation as a public speaker on various issues facing retirees. Speaking references include AARP, The American Red Cross, The American Heart Association, The Arthritis Society, North Shore Elder Services, Parkinsons Support Group, the main platform for MDRT, TOT annual meetings.


Industry Accolades


2006- Distinguished Financial Advisor of the Year, NAIFA