Retirement Plan Advisor
Andrew brings 20 years of Financial Services experience to NEXT. He has spent 15 years specializing in the Qualified Retirement Plan market as an advisor and plan manager. He uses that expertise on behalf of other advisors, plan sponsors, and individual participants to help them achieve their retirement goals. His role will be to maximize the synergies that exist between NEXT institutional clients and the Concurrent Advisors retail wealth management offices. He earned a bachelor’s degree in Government & Politics from the University of Maryland. Now living in San Diego with his wife and two children, Andrew enjoys playing and coaching volleyball, cycling, and hiking.