Andrew serves as a Partner and Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their specific goals and most complex financial needs. He emphasizes helping clients in the areas of retirement planning, investment management, tax planning, estate planning, business planning, risk management and charitable planning.
Andrew’s approach focuses on a thorough understanding of your circumstances in order to provide you with a customized plan to help achieve your goals.
Prior to joining Creative Planning, Andrew worked for a major financial services company as a senior investment consultant, working with clients to develop customized investment strategies to help meet their retirement planning goals.
Andrew received a Bachelor of Science degree from Kansas State University and earned his Chartered Retirement Planning Counselor SM certification. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Andrew and his wife, Alicia, have three children, Easton, Dexton, and Emmerson. In his free time, he enjoys spending time outdoors with his family and friends, reading and cheering on his favorite sports teams.
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