As our team’s Senior Consultant, Andrew has more than 32 years of institutional consulting experience, covering Defined Contribution plans. He has been a senior partner with The Wilshinsky Group since his arrival at the firm in 1999 and is responsible for the design, strategy, and implementation of all the group’s corporate retirement plans, both qualified and non-qualified.
Before joining the firm, Andrew was a partner at KAP planning, a boutique financial planning group within AXA. Andrew has appeared on the Bloomberg Financial News network and spoken before many organizations, including the New York Society of CPAs. He has been to Forbes’ list of Best-in-State Wealth Advisor for 2018, 2019, 2020,2021 and 2023.
Andrew serves on the Board of the American Friends of Hebrew University and on the Board of Building Together, a nonprofit that fosters partnerships among Israelis and Palestinians who seek to build tangible projects together that increase trust and quality of life. He is a graduate of Babson College.
Disclaimer:
2018, 2019, 2020,2021 and 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020,2021 and 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Services Include
- Wealth Management
- Corporate Retirement Plans
- Financial Planning
- Professional Portfolio Management
- Alternative Investments
- Trust Services
- Business Succession Planning
- Stock Plan Services
Securities Agent: OH, NV, GA, FL, CT, MN, MD, TN, RI, PR, VA, UT, ME, MA, CO, VT, NC, MT, MI, IL, DE, AZ, WY, NJ, DC, WI, TX, NY, NH, CA, PA, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1265085