As a Certified Public Account and Certified Financial Planner, Andrew is in a unique position to help his clients develop a great investment strategy and do so in a tax efficient manner. While the head of our tax strategies and planning division since 2015, Andrew understands that income taxes are one of the largest expenses for our clients. He thrives on helping them understand the complexity of their tax situation and ultimately save them money.
Andrew takes a holistic approach to financial planning. Reviewing with clients everything from education planning, to investment, retirement, and estate planning, Andrew listens to the concerns of his clients and together, they develop a thorough financial plan.
While not in the office Andrew enjoys playing golf, fishing, and spending time with his family and can usually be found at one of his children’s soccer games.