Distance Only South Windsor, CT
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has over 23 years of experience in the finance industry. Brian Andrus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jacqueline Baldwin (CRD# 1532343) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in South Windsor, CT and has over 36 years of experience in the finance industry.