National expert on Social Security and retirement planning seminars. 

Award-winning, creative and articulate trainer-educator with 20 years experience and proven ability to interpret and convey complex retirement and financial topics in layman’s terms and to develop instant rapport with a wide diversity of learners.



Computer skills

Fluent in Windows, MS Office, Live Meeting, Windows Mobile.  Literate in Mac, Blackberry.

Webinar design and delivery

Synchronous or asynchronous?  Your choice.


Books, articles, PowerPoint presentations, you name it.


Visual aids that really stimulate learning.  Animation and sound effects where appropriate.

Public Speaking/Training

Andy has traveled throughout the US and Canada speaking to professional societies, corporate groups, and individuals, receiving rave reviews.

Work experience

Work experience
1990 - Present


Thinking Retirement

Self-Employed Trainer, Consultant, Author. 

·Designed, promoted, and delivered hundreds of top-rated retirement seminars and training courses to diverse audiences nationwide, generating rave reviews from participants and clients.

·Authored the book Social Security, The Inside Story and numerous articles for national publications.

Feb 2004 - Dec 2009

Benefits Education Manager


·Designed and delivered countless retirement and benefits seminars for 55,000-employee Fortune 100 company at locations in the U.S. and Canada.

·Redesigned seminar preparation and delivery processes, resulting in 100% increase in productivity.

·Created library of 100 recorded webinars on 35 benefits topics for on-demand viewing.

·Served as A-level executive team personal resource person.

1995 - 1997

Economic Security Representative/Project Manager


·Conducted financial education programs for AARP members in 9-state West Region.

·Managed AARP’s Social Security Project for West Region.

·Recruited, trained, and supervised 100+ diverse volunteers.

1987 - 1990

Field Representative

Social Security Administration

Responsible for external communications, media relations, and community relations for county-wide district, resulting in 100% increase in media exposure and savings of over $1 million annually.

1977 - 1987

Claims Representative

Social Security Administration

Administered all aspects of the U.S. Social Security and SSI programs, combining sensitive interviewing skills, technical knowledge, and computer expertise.  Conducted training for colleagues and outside agencies.


1969 - 1973

University of California, San Diego

B.A. Philosophy with Psychology minor.

Graduate study in Philosophy and Apprentice Teaching.