Andy serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management and charitable planning. Andy’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Andy worked for a major national financial services company. He was responsible for having a holistic understanding of clients’ circumstances and worked closely with them to ensure they achieved their goals. Andy has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high net-worth households.
Andy graduated with a Bachelor of Business Administration degree from St. Edwards University in Austin, TX with a dual major in Finance & International Business and a Master of Science in Personal Financial Planning from Texas Tech University in Lubbock, TX. As part of his Master’s program, Andy was able to obtain and now holds the CERTIFIED FINANCIAL PLANNER™ designation.
Andy lives in the West Hollywood area and appreciates just about anything involving physical activity. In his spare time, he enjoys swimming, cycling, running and spending time with family and friends.