- Head of wealth planning
- Investment committee member
- Insurance strategies and long-term care
- 401(k) and retirement specialist
Andy began his investment career at Merrill Lynch in Colorado. His focus includes fundamental investment selection and planning, leading him to complete his CERTIFIED FINANCIAL PLANNER™ certification in 2006. CFP® professionals are dedicated to the highest level of service and ethical standards, and, through the intensive program requirements, gain a greater understanding of risk management techniques, as well as insurance, taxes, estate and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Previously, Andy worked at Wachovia Securities, now Wells Fargo Advisors, where he worked with individuals, families and businesses to accomplish their financial goals. Throughout his career, he has advised, consulted, and established new retirement plans for companies and small businesses in a variety of industries. Andy joined RBC Wealth Management in 2012.
Andy and his wife, Keli, live in Denver’s Stapleton neighborhood with their daughter, Emma, and their son, Aidan. His passion for enriching the community in which he lives is demonstrated by Andy volunteering for the Board of Redline, an urban laboratory where arts, education and community converge. Additionally, Andy had the privilege and honor of coaching his alma mater’s high school baseball team at Kent Denver School.