
Andy, as he is often called by his peers, has been a financial professional since 2014. Prior to becoming a financial professional, he was a mental health therapist and has a master’s degree in Mental Health Therapy and Counseling. “When transitioning my career from therapist to financial professional, I wanted to make sure that the skill set I developed as a therapist would be applied to help my clients address their financial concerns.” With a service-oriented approach, Andy listens intently, is empathic towards his clients’ concerns, and works diligently to find appropriate strategies. Having worked with a wide range of clients from those just beginning their financial journey to savvy business owners with a wealth of experience and knowledge, Andy delivers an experience that leaves you feeling both confident and capable to achieve any of your financial goals.