Andrew works hard to serve client needs and goals, including helping them navigate the worlds of estate, retirement and investment planning. His focus is portfolio construction and management and he enjoys developing sound, sustainable plans for his clients. He also enjoys the relationships that grow at the firm because they usually go well beyond the quantitative and into a trusting, secure connection.
Andrew started his career as an intern at Plaza Advisory Group and was hired on full-time because of his knowledge, work ethic, and passion for helping his clients. He graduated from the University of Missouri- Columbia with a degree in Business Administration with an emphasis in Finance. He is also a Chartered Financial Analyst® and Certified Private Wealth AdvisorSM, which means that he has dedicated his career to continuing education and acting with a high standard of ethics for his clients.
When not in the office, Andrew enjoys spending time with his family, including his young daughter, being outdoors, waterfowl hunting playing squash and golf. He also enjoys reading; both finance and non-finance books. He is a member of the Young Friends Board for the St. Louis Children’s Hospital and serves on multiple committees there.
*with Royal Alliance