Andrea’s interest in the Insurance industry developed while working in the Pharmaceutical Industry. She has over 10 years’ experience as a Pharmaceutical Representative and has seen the struggles that patients, doctors and pharmacists go through to get quality care. These experiences led to the conclusion that individuals 65 and over are underserved in making healthcare insurance decisions and often end up making costly mistakes. Andrea has held sales and sales management positions with several Fortune 500 Companies. These corporate positions allowed for the development of key skills that are Andrea’s strengths: Listening, Problem Solving, Market and Trend Analysis as well as the importance of developing and maintaining long term relationships with clients.
Robert is a St. John Fisher accounting graduate and a Certified Public Accountant with over 25 years’
experience in finance and accounting. He has held positions as an auditor, accountant, Director of
Finance as well as providing individual and business tax advice. Throughout his working career, Robert
has put his clients first and understands the importance of listening to clients. He knows this is the only
way he can draw upon his skills and experience to advise them.
Robert maintains his CPA credentials and has been T65 & Beyond’s accountant and business advisor
since its inception in August 2015. In this role he witnessed the growth of the company and the enormous
relief afforded clients when they were given a clear direction navigating Medicare choices when they
turned 65 and beyond. In August of 2019, Robert joined the firm as a Medicare Specialist.