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?

• NH
• 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.