Managing Director

The Story:
Andy Chen has had the privilege of working in this industry for eight years, developing and guiding many up-and-coming young financial professionals to build a successful practice and a career they can be proud of. His work has been recognized both at the firm and industry level with the following awards:

Field Leadership Trophy 2019
Executive Council 2015-2016
Career Life Success Award 2016
Career Life Producer Award 2015
#1 Agent of Class 2014

Andy believes that our purpose is much larger than providing financial solutions. It’s about building authentic relationships with our clients, our associates, and the communities around us. Andy fosters this philosophy throughout his team, and places on open communication, creativity, respect and nurturing each of our associates’ unique abilities at the center of his leadership.