As a Partner and Managing Director of Creative Planning, Andrew leads the firm’s regional office in Orange County. He and his team practice in the areas of investment management, retirement planning, tax and estate planning, business succession planning as well as charitable planning. His additional responsibilities include serving as a member of the firm’s Investment Committee where he helps shape firm wide strategy.
Prior to joining Creative Planning, Andrew held the position of Vice President, Regional Planning Consultant with a national financial services firm in Chicago. While there he worked with high net worth clients and senior financial advisors on the development of complex financial planning strategies. He was also charged with creating and delivering presentations on various investment management and financial planning topics across the country. During his tenure, Andrew was recognized with awards at both the regional and national level and was a featured speaker at the firm’s annual conference as well as regional events.
Andrew graduated from the Johns Hopkins University Carey Business School with a Master of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ designation. He also attended the University of Utah where he studied languages, economics and political science receiving both an Honors Bachelor of Arts and a Master of Arts.
Andrew currently volunteers with and serves on the Board of Directors of Junior Achievement of Orange County, an organization dedicated to empowering our youth through financial literacy, entrepreneurship and work study programs.
Andrew and his wife Hélène have four energetic sons – Nicolas, Matthieu, Benjamin and Jonathan. On a typical weekend you’ll find Andrew enjoying the outdoors with his family, coaching his boys in a sport or relaxing with a good book.
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