Andy is the Founder & Managing Partner of Essential Planning, LLC a Securities & Exchange Commission registered advisory firm.
2 min Interview:
Where did you grow up and attend school?
- Graduate UNH, 1984
How did your financial career begin?
Upon graduating, I took my first job with The Equitable Financial Co.; after five years in field management, I decided to launch my financial planning career. I have been practicing as a local independent in NH for almost 30 years now.
What professional designations do you hold?-
LUTCF- Life Underwriting Training Council Fellow, 1986
A professional services trade group designation awarded after completion and teaching a curriculum including estate planning, financial planning and business related financial planning.
CLU- Chartered Life Underwriter, 1988
Designation achieved after completion of advanced courses in the Estate Planning field offered by The American College.
CHFC- Chartered Financial Consultant, 1992
Designation achieved after completion of courses dedicated to sophisticated tax and financial planning subjects through The American College.
What are you passionate about?
Professionally- teaching and educating; “being a lifelong learner”
Personally- my family, reading, and I love to ski and surf!
Proudest professional accomplishments to date-
-NH Distinguished Advisor Award- because it is awarded from my industry peers, only once in a career.
- Repeat volunteer and Main Platform speaker for MDRT
One reason you enjoy your career-
I like to strive to make a difference in peoples lives.