Our Advisors

Andrew R. Beaudry
CFP^®, MPA

Andrew R. Beaudry has been in the financial services industry since 1989 and serves as Our Registered Principal. His effervescent spirit to seek what is best for Our clients, has been the foundation for their success and fulfillment in multiple areas of their lives such as retirement, converting their lifestyles or careers, business succession, and multi-generational planning just to name a few. He enjoys life and is passionate about guiding and teaching others how to manage their assets to achieve their plans.

With over 35 years in the business, Andrew's knowledge expands many financial topics, but takes pride in Estate Planning and Small Business Succession Planning.

Ryan T. Cummings
CFP^®, MBA

Ryan T. Cummings has been in the financial services industry since 2013. He is a CFP® professional and obtained an MBA in Finance. Prior to joining PFD, Ryan gained experience working as a financial planner with large corporations like Goldman Sachs and Northwestern Mutual. His investment knowledge and passion to be client-facing is a great foundation for his career. He strives to put clients’ lives and goals first when it comes to building any financial plan. He is excited to continue with PFD’s growth by assisting Our clients with Our holistic approach to financial wellbeing.

Ryan is knowledgeable in a variety of financial topics, including Tax Planning and Employee Benefit Options.