SBYPC Presents:

FUEL for the Young Professional

Arming Ourselves with the Tools for Success

SBYPC presents FUEL for the Young Professional.  This event series will present the opportunity for learning and discussion with industry experts who offer a unique perspective for today’s young professional.  Each event will focus on a different topic designed to empower us to achieve success in our professional lives.

FUEL Your Financial Future:  Achieving Financial Security

With Industry Expert Andrew Long

Today we find ourselves facing financial situations that are more complex and less predictable than we had once anticipated.  In light of these changing conditions, what should we be doing to plan for our financial future?  In his presentation, Andrew Long will discuss the current economic setting and share how we can adequately prepare for our future.

About Andrew Long

Originally from Manchester, England, Andrew studied at the Universities of Exeter (UK) and Wollongong (Australia).  After spending a formative year in the trenches as a door-to-door salesman in Australia he returned to England to join the military and was accepted into the prestigious Britannia Royal Naval College at Dartmouth.  He graduated with honors, earning his Commission and a nomination for the Commander’s Sword for Excellence, before serving on worldwide operations as a Warfare Officer, Navigator and Mine Clearance Diver.

Andy left the Royal Navy in 2003 and moved to the United States with his wife Hilary.  They settled in Santa Barbara where Andy joined insurance firm Ogilvy-Hill as an assistant account manager in the Personal Lines Department.  He quickly rose through the ranks to become one of the premier client consultants dealing with high net worth risk management in Santa Barbara, transitioning into a unique dual role of Commercial and Personal Lines production.

Andy was recruited by the Northwestern Mutual Financial Network in 2006 to build a practice and help establish a presence for the financial services giant in Santa Barbara.  Building on his success and contacts at Ogilvy-Hill, Andy immediately established a learning partnership with Northwestern Mutual legends Wayne Gilbert and Dan Parrish and set about becoming the most successful new Northwestern Mutual Representative west of Colorado.  Committed to constant education and the development of his practice Andy became a Registered Investment Advisor with Northwestern Mutual Investment Services, LLC in 2009.

Now with offices in Santa Barbara and Los Angeles, Andy works primarily with high net worth families, business owners, and young executives, taking a conservative and intelligent approach to responsibly and effectively manage their overall financial strategies.

Andy is passionate about endurance sport and competes in long course triathlons and trail marathons around the country.  Andy lives in Santa Barbara with his wife Hilary and their daughter, Zara.