Andy has over 20 years of experience in the Private Wealth Management Industry. Over those two plus decades, he has been dedicated to serving the unique needs of each of his clients and helping them achieve their financial goals. In addition, Andy has also been a senior leader and supervisor of branch offices and wealth management teams for the past 15 years.
Andy began his career with Smith Barney in 2002 in Chicago, as a Financial Advisor, working with clients to define and develop their long-term investment strategies and financial goals. In 2007, Andy earned his CERTIFIED FINANCIAL PLANNER® certification and continues to maintain this professional designation.
Beginning in 2007, Andy also held senior leadership roles responsible for leading financial advisors and wealth management teams in the development of their wealth management practices. Since 2011, Andy served as the Branch Manager for branch offices at both Morgan Stanley.
Andy is a graduate of DePauw University in Greencastle, IN. There he earned a Bachelor of Arts degree in Economics and graduated from the Management Fellows Honors program while also playing varsity baseball.
In his personal time, Andy enjoys spending time with his wife Tara and two daughters Molly and Emelyn. He enjoys traveling, golfing, boating and generally being active.
California Insurance License: 4295015. Resident State: OH..
Certificates
CFP®