28 Cottonwood Drive
Williston, VT 05495

Bio

Andrew joined our team as a Trust Officer in 2020. He employs his 30 years of experience in the accounting, finance, and investment services fields in every client relationship, to protect and grow their wealth.  His focus is on building multi-generational relationships with his clients and their family. He seeks to engage his clients in a trusted and collaborative partnership, to produce a financial plan that will meet their goals through each stage of life, and to secure the future of the next generation. 

Prior to joining us Andrew accrued a combined 20 years of experience in institutional fixed income management. He worked 6 years with Goldman Sachs Asset Management as Vice President and Stable Value Operations Manager, leading the oversight and operational management of institutional client assets totaling more than $50 Billion. Prior to Goldman Sachs he worked 14 years with Dwight Asset Management, including 11 years as a Vice President & Stable Value Client Service Officer. He also worked in tax and audit roles in public accounting, and with BankNorth Group working on Trust, Estate and Non-Profit taxes. 

Andrew earned his BS in accounting and an AS in Business Administration from Lyndon State College in 1991 and attained the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association Institute of Certified Bankers in 2024.

Andrew lives in Williston with his wife and two children, enjoying the best of Vermont outdoors, skiing, mountain biking, and adventures on beautiful Lake Champlain! Andrew is also active in the community volunteering with local non-profit organizations.

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