Andrew serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 16 years of experience in the financial planning and investment industry, Andrew offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Andrew served as a partner and Chief Investment Officer at a financial planning and investment advisory firm. Andrew was involved in portfolio construction, financial plan creation and execution, investment management, and tax planning.
Andrew earned a Bachelor of Business Administration degree from the Indiana University Kelley School of Business. Andrew is a charter holder from the CFA Institute and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Andrew enjoys playing golf and chess and traveling with his wife Bridget. Andrew and Bridget also enjoy watching their children, Caleb, Sophia, Daniel, Owen and Benjamin, participate in various school and travel sports.