Your WP Team

Andy Torbert/ Portfolio Analyst

Email: andy@mywpteam.com

Phone: 860-216-0949

With over 16 years in the financial services industry, Andy provides research and analysis of portfolios and oversees portfolio construction and maintenance. He works firmwide to ensure alignment of portfolios with client goals.

Andy spent 16 years in the insurance industry, working for insurance companies and as a licensed public adjuster, assisting clients in negotiating fair settlements with their insurers to recover from catastrophic property losses. He also spent more than 6 years as Finance Manager for a general contractor/homebuilder in Atlanta, GA.

Andy joined the team at WP Financial in Fall 2025 as a Portfolio Analyst, focusing on portfolio construction, investment research, fund selection, and maintaining appropriate investment allocations for clients.