Andrew started his career in the banking industry and from there pursued a career as an investment funds advisor. Andrew’s client base is primarily families and small business owners where he can relate through experience as they enter different stages of life. Thus far, he has completed his BBA, with a focus in finance, completed his mutual funds and life insurance licenses, and accomplished his CFP® or Certified Financial Planner® professional designation. His mission is to help build a solid foundation to meet each of his clients’ needs.
Andrew enjoys spending time with his family and friends, playing golf, skiing, and strumming the guitar.
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