About our team

Qualifications

Andrew joined the team in 2018, moving from Boston to become a financial advisor with RBC Wealth Management. Andrew previously spent over eight years with the Office of the Comptroller of the Currency (OCC) as a national bank examiner. In that role, Andrew traveled throughout the country to analyze individual bank balance sheets and understand risks to their capital position. The experience provided Andrew with a wealth of knowledge in business plans, complex financial modeling, risk analysis and an opportunity to work with senior leaders of our nation’s banking system.

While working with the OCC, Andrew became a CFA® charterholder. This designation required passing a three-test series and the completion of hundreds of hours of in-depth analysis and preparation. Additionally, Andrew passed the Series 7, 66 and state health and life insurance exams. He also holds the Certified Plan Fiduciary Advisor® credential. Plan advisors who earn their CPFA^TM demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Andrew earned a Bachelor of Science with a double major in economics and finance from the University of Wisconsin–La Crosse, and he studied abroad for one semester at the City University of Hong Kong.

Personal

Andrew enjoys traveling and new experiences in the U.S. and throughout the world. His favorite destination thus far has been Costa Rica. Andrew is an avid sports fan and attempts to stay active by participating in various sports leagues. He volunteers with a local nonprofit organization, Secure Futures, to help provide financial education in the classroom to Milwaukee area high school students.