Andrew W. Brick, CFP® - President & CEO

Andrew has been with the firm since 1996.  He has presented numerous seminars for various Fortune 500 Companies including Bristol-Myers Squibb, GlaxoSmithKline, Hershey Foods, United Therapeutics, and Dr. Reddy’s Laboratories.  He is a CERTIFIED FINANCIAL PLANNER® Professional, an Investment Advisor Representative, holding the Series 65 license.  

 

Prior to joining the company, Mr. Brick worked in the Mutual Fund Sales Division of Mitchell Hutchins Asset Management, a division of PaineWebber, Inc.  He received his BA from Trinity College in 1993.