Andrew is the most recent member to join our team as a paraplanner associate. He brings with him 12 years of experience in the banking finance and IT industry. His responsibilities include case preparation, client follow-up, process and software development and assisting with financial plan implementation. Since joining the team, Andrew has assisted in several improvements that streamline case preparation.
Andrew is attending college to complete his bachelor’s degree and plans to graduate from Arizona State University. He resides in Chandler, Arizona, and enjoys spending time outdoors, baseball, photography and off-road racing.