Director of Advanced Planning

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Andy is the Director of Advanced Planning for CIC Wealth. He has almost five years’ experience in finance and wealth management. His areas of expertise include financial and estate analysis, business succession planning, as well as the detailed analysis and design of retirement and pension plans. Prior to CIC Wealth, Andy was a Financial Advisor with First Financial Group, a financial planning firm located in Hunt Valley, Maryland.

Andy graduated from University of Baltimore with a Bachelor of Science degree in Finance in 1995. He holds FINRA Series 6,7,63 and 65 securities registrations, and licenses in Life, Disability, Health and Long Term Care Insurance.

Andy enjoys spending time with his wife and 3 children. He is very interested in nutrition and fitness and in leading a healthy lifestyle. He enjoys running, cycling, weight lifting, sports, film, and travel.

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