Qualifications
Andrew R. Beaudry CFP®, CLU, ChFC, CASL® Andrew R. Beaudry has been in the financial services industry for 24 years. He has helped provide comprehensive financial planning for individuals, families, and business owners. Plans are designed to integrate our client's goals with objective solutions and subjective choices in the areas of wealth accumulation, asset protection, estate planning and retirement income. Andrew graduated from University of Massachusetts with a BA in Political Science and a Masters in Public Administration(M.P.A.). He furthered his education in the industry by obtaining the Chartered Financial Consultant designation (ChFC), Chartered Life Underwriter (CLU) and has a CFP® certification (Certified Financial Planner) through the College of Financial Planning in Denver, Colorado. As well, Andrew received his CASL® designation (Certified Advisor for Senior Living). Andrew focuses on investment advisory services, as well as estate and business planning. In his spare time Andrew is active in his church and community as well as, time with his family.
Daniel R. Moroney CFP® Dan has been in the financial services industry for 13 years. Dan graduated with a BS in Exercise Science from the University of Massachusetts at Amherst in 1993. He went on to obtain his MS in Exercise Physiology at Springfield College 1998.
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