Andrew’s approach to financial services is built on a simple premise: a cold, corporate, product-driven model has no place in retirement planning.

Throughout his years working inside major corporate financial institutions, Andrew saw firsthand how large firms consistently failed near-retirees. Instead of offering highly tailored, forward-looking strategies for life’s biggest transition, these institutions routinely applied broad, transactional templates designed for the firm’s profit margins, not the client’s peace of mind.

Driven by the belief that you deserve better after a lifetime of hard work, Andrew walked away from the corporate world to build a practice completely centered on the individual. He founded Lantern Financial to deliver an entirely independent, virtual fiduciary experience that is hyper-focused on the unique and intricate realities of retirement.

To provide the highest caliber of guidance, Andrew earned the industry’s elite gold standards in advanced planning: the CFP® (Certified Financial Planner™) and ChFC® (Chartered Financial Consultant®) designations.

Operating under a strict fiduciary standard, he acts exclusively in your best interest. Andrew combines this rigorous technical expertise in tax optimization, dynamic income streams, and wealth preservation with transparent, honest, and human conversations. At Lantern Financial, the goal isn’t just to manage numbers—it’s to strip away the financial anxiety so you can step into retirement with absolute clarity, ownership, and purpose.