As a Wealth Manager, Andrew works directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.
Prior to joining Creative Planning, Andrew worked as Senior Analyst at a wealth management firm. He served high net worth clients on a comprehensive basis.
Andrew was brought on board to become the Director of Financial Planning being intimately involved in defining job roles, crafting salary structure, hiring the right talent, and designing and working the financial planner training. His efforts resulted in being named one of Ingram’s Magazine’s Top 20 in their Twenties.
Andrew graduated from Clemson University with his Bachelor of Science degree in Finance. While at Clemson, he was awarded Investment Fund Scholar for his contributions to the management of the Clemson Student Investment Fund. Andrew also earned the Certified Financial PlannerTM designation.
Andrew and his daughter Fiona live in Olathe and enjoy quality time together reading, playing and dancing.