Financial Wellness Program

The Financial Wellness program helps LGBT youth, adults and elders to address financial issues, including financial security, job skills and retention, credit card debt reduction, identity theft, and financial planning for college or retirement.


Andrew C. Vila, CPA, MST, is an Agent and Financial Services Professional with New York Life Insurance Company and a Registered Representative with NYLIFE Securities, LLC, a broker/dealer. Andy has been an agent with New York Life since 2010, and was the Long-Term Care insurance leader of the New York Life Milwaukee General Office in 2010.

Mr. Vila is a Certified Public Accountant in the State of Wisconsin. Andy has his life and health insurance licenses and his securities licenses in the States of Wisconsin and Florida. Andy has passed Series 6 and Series 63 licenses.


Mr. Vila’s previous professional experience includes employment with various Wisconsin based corporations where he provided accounting, tax, auditing and financial services to those business entities. Andy’s responsibilities at New York Life Insurance Co. and NYLIFE Securities, LLC include meeting with clients and prospects, researching client issues, and preparing and presenting financial plans and updates. His areas of concentration include budgeting, insurance analysis, asset accumulation, retirement planning, estate planning, and education planning.

Mr. Vila graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration in Accounting and with a Master of Science in Taxation from the University of Wisconsin – Milwaukee. Andy is a member of the Society of Financial Services Professionals, the Mequon-Thiensville Chamber of Commerce, the North Shore Senior Resource Network, the Waukesha Senior Concerns Consortium, and a member of the Milwaukee LGBT center. Andy also serves on the Board of Stewards at Plymouth Church UCC, Milwaukee and on the Board of Directors for My Good Mourning Place – a childhood bereavement center.
ANDREW C. VILA, CPA, MST



TO SCHEDULE AN APPOINTMENT
WITH A FINANCIAL COUNSELOR


Andrew Vila will be available to address your financial concerns at the Milwaukee LGBT Community Center on the following dates and times:

Tuesdays, 12:00-2:00 PM by appointment
Thursdays, 6:00-8:00 PM drop-in


To schedule an appointment, call or e-mail Mr. Vila.
Phone: (414) 339-4796
Email: avila@ft.newyorklife.com.