Andrew joined VanceGray Wealth Management Inc. in 2015, to head our tax strategy and planning division. As a CPA and investment advisor, Andrew is in a unique position to help his clients develop a great investment strategy and do it in a tax efficient manner. Prior to joining our team, he was the managing partner of an accounting firm for more than a decade. There, he was responsible for providing extensive planning and research of corporate and individual tax issues and providing assistance with federal and state income audits.
Andrew also services his clients as an Investment Advisor Representative. Andrew knows that every client faces a different financial challenge, and developing a strategy to meet those challenges is what Andrew thrives on.
When not being VanceGray Wealth Management’s math guru, Andrew loves spending time with his wife and two children, and is usually found at one of his children’s soccer games.