Andrew Dugery has over 20 years of experience helping organizations and individuals navigate the complexities of retirement planning. He delivers customized, experience-based solutions that address common plan challenges, always with a focus on long-term success.Andrew specializes in co-fiduciary support for corporate clients, including Investment Reviews, Benchmarking Analysis, and Fiduciary Compliance for plan trustees. He also prioritizes employee education and engagement, recognizing that a retirement plan is only effective if employees understand it and are empowered to save. His approach ensures that both employers and employees are aligned in working toward retirement readiness.

Since joining the firm in 2011, Andrew has continued to focus on building effective employee benefit plans and investment strategies for a diverse range of companies. Prior to that, he spent three years at Raymond James Financial Services, where he concentrated on improving and servicing corporate retirement plans. He began his career in 2002 with The Hartford, serving in multiple roles across the financial services landscape.Andrew earned his degree from the University of Colorado at Boulder and holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®. He is currently a FINRA-registered Series 6, 7, 63, and 65 professional.

Outside of work, Andrew enjoys spending time with his wife, Elizabeth, and their three children.