Andy graduated from Illinois State University in 1984. He holds FINRA Series 6,7,63 and 65 designations, maintains the Equitable Advisors Qualified Plan Specialist, and has 35+ years of industry experience. California Insurance License # 0D51839
Andy is a Managing Partner of the Business Strategies Group of Illinois, focusing on Business Succession planning for closely held businesses, and most recently joined Wells, Roselieb & Raia Wealth Management in March 2022.
Throughout his career, Andy has been active in Community & Charitable organizations. He is the Former President of the United Way of Arlington Heights chapter and Co-Founder of Friends Foundation, Arlington Heights Dollars for scholar, and Team Rossi Foundation. Andy is also the Former Commissioner of Arlington Heights Park District and a Former Board Member of both Gateway Foundation and Peoples’ Bank of Arlington Heights. Currently, Andy serves as the Director at the Western Golf Association.
Andy lives in Mt. Prospect and has two Children, Alexa and Evan.
Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.