Andrew has spent nearly 10 years scaling one of the fastest-growing Registered Investment Advisory firms in the country, giving him a unique vantage point in the industry. With a passion for helping deliver smart, affordable financial advice, he has coached and trained hundreds of financial advisors on what it takes to build a successful practice and better serve their clients.

In addition to holding his Series 65 securities license, Andrew is also a licensed public accountant, cutting his teeth in the finance world at one of the largest CPA firms in the country.