Leadership

Andrew is the owner and Managing Partner of Baystate Financial, one of Massachusetts’ oldest and largest financial planning firms. After graduating from Georgetown University, he began his career in insurance and financial planning. Driven by a desire to help individuals and businesses navigate complex financial decisions, Andrew co-founded SFP Wealth, which would grow to be Baystate’s largest team, in 2007.

Known for his “work hard, play hard” approach, Andrew is deeply passionate about supporting advisors in growing their practices, maximizing resources, and achieving long-term success. In 2024, he was appointed Co-Managing Partner at Baystate, working alongside Dave Porter while focusing on advisor training, team development, marketing, and firm-wide practice management before assuming the role of Managing Partner in 2026.

He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Accredited Investment Fiduciary (AIF®) designations, along with Series 6, 7, 24, 63, and 65 securities registrations, and life, accident, health, and property & casualty insurance licenses.

Andrew currently resides in Needham, MA, with his wife Emily and their three children. Outside of work, he enjoys coaching youth hockey, staying active through CrossFit, playing golf, going to concerts, and is an avid Chipotle fan.