Andrew serves as a Wealth Manager, working directly with clients to create and maintain a customized financial plan that addresses all aspects of a healthy financial life including investments, tax planning, risk management, retirement, and estate planning. Andrew’s approach focuses on a thorough review and understanding of your circumstances and investments to provide a truly customized plan designed to help achieve your goals.
Andrew brings more than 20 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he served as Senior Vice President of Portfolio Management at an independent registered investment advisory firm and was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research. Andrew has also served as an Associate at a large financial services firm where he provided wealth management services to high-net worth families and individuals in the private client group.
Andrew earned a Bachelor of Arts degree from Emory University in Atlanta, Georgia.
Andrew, his wife, Jennifer, and their daughter, Maya, live in the greater Boston area. In his spare time, Andrew is an avid skier, fisherman and boater.
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