Andrew Werner

Background

About Andrew Werner

I graduated Cum Laude from Fairleigh Dickinson University with a 3.3 GPA. Before graduation, I took a leadership role as treasurer of FDU's Sigma Chi Fraternity chapter. My senior year, I was an intern at P&K's CPAs in Parsippany, NJ where I was coached by the partner to improve my skills and learn about the ins and outs of the industry. At Lavin Tax Corp in the Bronx, I personally dealt with clients and the government regularly, prepare financial statements and tax returns for businesses, and manage our growing office. I completed Iona College's MBA program with a 3.8 where I specialized in Public Accounting. This proved useful in my time as a Tax Associate at Berdon LLP before joining Heritage Strategies LLC in the summer of 2021. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.