• Over 13 years of financial services experience
• Member of the 2015 class of UBS’s "Top 35 Under 35" Financial Advisors
• CERTIFIED FINANCIAL PLANNER^TM
• Michigan State University, B.A., finance
• Oakland University, Personal Financial Planning Certificate
• Series 7, 31 and 66 securities licenses
• Life, health and long-term care insurance licenses

Andy is deeply committed to providing comprehensive and holistic wealth management services to our multi-generational relationships. Andy specializes in qualitative and quantitative research, complex insurance strategies and municipal bond management.

Andy is an executive board member of the Michigan Region BBYO Board of Commissioners and founding board member of AJC-ACCESS Detroit. Andy, his wife, Erika, and their two children, Ethan and Lielle, live in Farmington Hills. Outside of the office, Andy enjoys cycling, basketball, tennis and spending time with family and friends.

AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, MA, MI, MT, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA