Andrew Ahern
Director of Private Wealth
- Executive Compensation Planning
- Business Continuation Planning
- Retirement Planning
- Advanced Estate Planning
- Financial Products Analysis & Design
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Andrew Ahern
Director of Private Wealth
Biography
Andrew works as a sales partner in the New York and New England territories. As an expert on products and illustrations, Andrew’s focus is on providing proposals for clients’ unique situations as well as assisting in the application and underwriting process.
Andrew began his career as a financial advisor with Ameriprise Financial in 2007 and continued to work in sales with Sun Life Financial before joining the Smith Companies in 2012.
Andrew earned his Bachelors in Economics from the University of Massachusetts at Amherst in 2007. He also holds his series 7 and 66 insurance licenses.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
