With over 15 years of experience in financial services, Andrew has built a career helping business owners, executives, and families make informed financial decisions. He earned his business degree with an emphasis in finance from the University of Missouri-Kansas City before launching his career in banking in 2009. By 2012, he had transitioned into wealth management, gaining valuable experience at both large national firms and small independent RIAs, giving him a well-rounded perspective on the financial services landscape.

Andrew is committed to continuous learning to better serve his clients. He earned his CERTIFIED FINANCIAL PLANNER^® designation from the Boston School of Finance in 2017, and in 2022, he added the Certified Business Valuation Specialist (CBVS) designation to his credentials, strengthening his expertise in helping business owners understand the true value of their companies.

Beyond his professional achievements, Andrew has a strong track record of community involvement. He served as Chairman of the Board for the Bacchus Foundation for three years and has volunteered with Junior Achievement and March of Dimes. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), ensuring that he always provides fiduciary, client-first advice.

When he’s not helping clients build and protect their wealth, Andrew enjoys making the most of his time with his wife, Carolyn, their son, Jace, their daughter, Chloe, and their dogs. And while family life keeps him busy, he still finds the occasional opportunity to sneak in a round of golf—because some traditions are too good to let go.