Managing Director and Partner Andrew Hart is a respected problem solver. For over 20 years, he has been helping public and large, privately held companies develop effective executive and employee compensation and benefit programs. Many of his clients are Fortune 1000 companies. More than 15 years of Andy’s professional experience has targeted work with financial institutions on the design and implementation of executive benefits and bank owned life insurance (BOLI) programs.
- Joined Clark Consulting in 1998, quickly becoming a top Consultant for Clark serving new and existing clients with nonqualified benefit program marketing, design, implementation, security, and administration
- Began his career in 1992 with Schoenke & Associates, a Washington, DC area executive benefits firm.
- Volunteer Youth Soccer Coach with the Arlington Soccer Association (ASA)
- Volunteer coach with two youth basketball teams Northern Virginia Junior Catholic Youth Organization (NVJCYO)
- Andrew and his family also make their home available as a ‘foster home’ for Labrador Retrievers in the Washington DC metro area. (Lab Rescue of L.R.C.P. Inc.)
Degrees, Certifications, and Registrations
Andrew Hart is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0F07390
Check the background of this investment professional on FINRA's BrokerCheck
Publications and Presentations
- 2021 Media Release: Fulcrum Partners Honors Roy Imai, Hawaii Business Leader
- 2019 Media Release: Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting
- 2018 Media Release: Executive Pay Isn’t Always Structured for Lifetime Optimization Says Fulcrum Partners
- 2017 Media Release: Andrew Hart is a Driving Force for Fulcrum Partners Executive Benefits Consulting
- Capability to operate in an entirely unbundled and open architecture business model by working with the synergistic resources for funding and plan administration.