Andrew serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Andrew practices in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, liability and risk management, and charitable planning. Andrew’s approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Andrew held the position of Vice President, Regional Planning Consultant with a major national financial company where his duties included consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on various investment and financial planning themes. During his time at the company, Andrew was recognized with multiple awards at both the regional and national level and was a featured speaker at their annual conference as well as multiple regional events. In addition, Andrew was honored to serve for multiple years on the distinguished National Advisory Council where he was charged with shaping the company’s financial planning and guidance offering.
Andrew received both a Master of Arts and Honors Bachelor of Arts degree from the University of Utah where his studies included languages, political science, and economics. Andrew also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Andrew and his wife Hélène have four sons – Nicolas, Matthieu, Benjamin and Jonathan. In his spare time, Andrew enjoys spending time outdoors, traveling, reading, cooking and enjoying his family and friends.