Andrew takes a holistic approach to financial planning and wealth management. He focuses on the individualized needs of his clients, partnering with each to create, understand, and implement strategic plans in preparation for life’s expected and unexpected moments. With more than 20 years of experience in financial services, Andrew specializes in delivering sophisticated financial planning and investment management strategies to individuals, families, and institutions.
A good listener with an empathetic ear, Andrew is attuned to the needs of his clients and values the lasting relationships and friendships he forms with each of them. “When you work as closely with clients as we do to help them achieve a milestone or significant financial goal, you build strong relationships,” said Andrew. “Being able to develop genuine friendships with people from various backgrounds and communities is very rewarding to me.”
Andrew’s promise to clients is simple: he will be a trusted partner in the pursuit of their financial goals. Whether that’s traveling more during retirement, making time to volunteer and support causes important to them, or enjoying time with their children and grandchildren. "My clients are also my friends. That’s why I spend the time to get to know them and their hopes and fears, so I can better guide them through a complex financial world and get them to their financial destination. I want to remove as many financial barriers as possible, so they can focus on what is important to them and their families.”
Andrew’s experience in wealth management spans more than two decades. He began his career at KSP Financial Consultants and was a founding partner at Core Wealth Advisory before re-joining KSP Financial as a partner in 2024. In 2015, Andrew was named #10 in the United States for Independent Advisors under the age of 40 by Rep Magazine*. He has earned his Accredited Investment Fiduciary®(AIF®) certification and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He also holds life and health insurance licenses in the state of Massachusetts.
Andrew is committed to giving back. He is actively involved in several charitable organizations, including the Alzheimer’s Association. He enjoys spending time with his wife, Kim, and their daughters, Arianna and Lexi. He is also an avid distance runner. Andrew is a lifelong Boston sports fan who is equally as enthusiastic about athletics at his alma mater, University of Wisconsin Madison.
2015 Top 10 NextGen IBD Advisors, created by REP magazine. Presented in January 2015, based on data gathered within 12 months preceding the issue date. Advisors are ranked based on total assets under management Not indicative of future performance. Your experience with this Advisor may vary. Click here for more award information.