As a Managing Director with Creative Planning, Andrew leads the firm’s practice in the Orange County and Southern Los Angeles region. Andrew practices in the areas of investment management, retirement, tax, and estate planning, business succession planning, as well as liability and risk management. His additional responsibilities include serving as a member of the Investment Committee, where Andrew helps to shape firm wide investment policy, and overseeing the strategy and operations of Creative’s regional office.
Andrew and his team focus on a thorough understanding of each client’s circumstances in order to provide them with detailed recommendations to achieve their goals. His clients come from a range of professions including executives, senior managers, engineers, doctors, entertainers, and small and mid-sized business owners, among others. Andrew also specializes in working with multiple generations of the same family – facilitating the transfer of wealth, as well as the knowledge and discipline necessary to properly manage that wealth, between the generations.
Prior to joining Creative Planning, Andrew held the position of Vice President, Regional Planning Consultant with a national financial services firm. Andrew’s primary duties included consulting with high and ultra-high net worth clients and senior financial advisors on the development of complex investment and financial planning strategies. He was also charged with creating and delivering presentations on various investment management and financial planning themes across the country. During his time at there, Andrew was recognized with awards at both the regional and national level and was a featured speaker at their annual conference as well as regional events. In addition, Andrew was honored to serve for multiple years on the distinguished National Advisory Council where he was charged with forming the firm’s nationwide financial planning and guidance offering.
Andrew received both a Master of Arts and Honors Bachelor of Arts degree from the University of Utah where his studies included languages, political science, and economics. Andrew also holds the CERTIFIED FINANCIAL PLANNER™ designation.
In his spare time, Andrew enjoys spending time as a volunteer with OneOC’s Family Service team where he and his family participate in various service projects throughout the community. In addition, he is actively involved as a coach with the American Youth Soccer Organization.
Andrew and his wife Hélène have four energetic sons – Nicolas, Matthieu, Benjamin and Jonathan.