Basking Ridge, NJ

Andrew Jefferys serves as National Vice President, Wealth Management Solutions. His focus is on establishing, leading, and advising on national priorities around our advisory platforms, retirement-to-wealth initiatives, and ongoing enhancement of both our client and advisor experience. He is responsible for championing a variety of national strategies to align and grow the vertical.

Mike currently serves as Senior Vice President, Financial Services. Mike is responsible for overseeing his office’s financial planning practice as well as assisting in the corporate consulting business. Mike founded the legacy firm, Gouldin & McCarthy, LLC in 1999 after spending several years in the business with another small independent firm. Mike and his entire team joined OneDigital in 2021.

Dan joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services, focusing on providing fiduciary support and consulting to our small to medium-sized business clients. Dan was with Gouldin & McCarthy, which was acquired by OneDigital in 2021. Prior to 2001, he spent nearly a decade in the financial services industry, working in the banking sector for firms like Investors Bank & Trust. He managed over 80 separate community banks with combined assets in excess of $6 billion.

Chris currently serves as Senior Vice President, Financial Services, focusing on personal client financial planning with a special focus on portfolio management. Additionally, Chris works with OneDigital in a corporate capacity to help continually improve portfolio management operations.