Andy Nevin, CHFC, LUTCF
Founder + President; Chartered Financial Consultant
Andy Nevin brings a unique blend of knowledge and insight to the Financial Services Industry. Part of that is borne from his 20+ years of hands-on experience helping individuals and owners of closely held businesses achieve their insurance, investment, and business planning goals. But another part is due to his ability to translate an overarching 30,000 foot view of a situation into a clearly relatable strategy with well-defined action steps. He does this with a mix of genuine passion and kindness that is both refreshing and makes him a perfect fit for Peak360’s sincere, client-centric approach. A perfect metaphor for his process can be found in his enjoyment of golf – in that it’s a sport where relaxed, knowledgeable precision is king. It’s this personalized approach, combined with his understanding of the industry, that’s made him such a valued resource for specialties ranging from comprehensive financial, insurance, and investment planning, to business planning, executive benefits, retirement and pension plans, employee benefits, and key employee strategies.