After graduating from Washington University in St. Louis with a BSBA in Finance and Marketing, Andy began his career at Integrated Resources Asset Management, later acquired by Sun America, where he managed client relationships with high net worth individuals and institutional clients throughout the central United States. Andy worked collaboratively with one of Wall Street’s top money managers, communicating their decisions to his clients in the Midwest.
In 1991, Andy was recruited by a premium 401(k) advisor to join her employee benefits firm, The Tribus Companies, in Wayne, NJ. After initially focusing on the retirement plan marketplace, Andy quickly learned all other aspects of insurance and employee benefits and, within a few years, became the largest overall producer at the firm. Tribus was acquired by First Union Insurance Serivces and later Wachovia Insurance Services, and Andy continued to cultivate his expertise in the financial and insurance sectors.
In 2004, Andy, along with two colleagues, formed New Agency Partners, a boutique insurance advisory firm in Parsippany, NJ. Focused on client service and creative solutions, New Agency Partners handles all lines of insurance coverage to service more than three thousand corporate and individual clients. Through New Agency Partner’s direct relationships with premier insurance carriers, they are able to offer stellar concierge service. Innovation, reliability, and a steadfast client-centered approach are the hallmarks of Andy’s, and New Agency Partner’s, success.
Securities offered through The Jeffrey Matthews Financial Group, LLC, Member FINRA/SIPC. 30B Vreeland Road, Suite 210, Florham Park, NJ 07932. Phone: 973-805-6222. New Agency Partners and Jeffrey Matthews are not affiliated companies. Check the background of The Jeffrey Matthews Financial Group or its investment professionals on FINRA’s BrokerCheck.