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Andrew Goeller, CPFA®

Our People

Client Manager, Retirement

Andrew Goeller joined RCM&D as a Client Manager for the Retirement Services division in 2024. He brings to RCM&D over 25 years of financial services industry experience developing and managing client relationships across the retirement, insurance and asset management intermediary channels.

As a Client Manager, Andrew specializes in designing and assisting clients in the management of their retirement programs with a focus on participant outcomes. He has significant experience with investment selection due diligence and demonstrates an authentic commitment to helping plan sponsors navigate their fiduciary duties and the complex retirement plan landscape.

Andrew began his career in Institutional Client Services at Deutsche Bank in 1999, and later transitioned his capabilities to ProFund Advisors, serving as an Internal Wholesaler in the RIA channel. In 2005, Andrew joined T. Rowe Price, where he spent 15 years supporting the firm’s strategic distribution efforts in the Subadvisory and DCIO channels as an Internal Wholesaler, External Wholesaler and Head of Subadvisory Field Sales. Most recently, Andrew served as the Mid-Atlantic DCIO Regional Managing Director at MassMutual Investments.

Education & Professional Development

  • Radford University – Bachelor of Arts, History
  • Certified Plan Fiduciary Advisor (CPFA®) – Administered by National Association of Plan Advisors
  • Financial Industry Regulatory Authority Series 6 – Investment Company Products/Variable Contracts Representative
  • Financial Industry Regulatory Authority Series 7 – General Securities Representative
  • Financial Industry Regulatory Authority Series 24 – General Securities Principal
  • Financial Industry Regulatory Authority Series 63 – Uniform Securities State Law
  • Financial Industry Regulatory Authority Series 65 – Uniform Investment Adviser
  • Life & Health License