Andrew B. Connolly, CERTIFIED FINANCIAL PLANNER™, joined Lumen Financial Group in 2014 and recently took over the business from Bryan. Andy holds a BA in Philosophy from Gettysburg College and a Master's in Secondary Education from Holy Family University. After working in the nonprofit sector for several years, Andy switched gears and earned his CFP certificate.
Additionally, Andy holds the Series 7, 66, and insurance licenses. Using his Life, Health, and Long-Term Care insurance licenses, he assists our clients with their insurance needs. In addition to contributing to overall client maintenance and reviews, Andy also spends his time researching products to further assist our clients in achieving their financial goals.
Born and raised in Croydon, PA, Andy now resides in Doylestown, PA, with his wife, Katelynn, and their three talented daughters.