Life Planning Specialist
Direct: (972) 991-9100
Andrew joined the financial services industry in 2011 after gaining valuable experience in education. He provides individualized financial guidance to DFW area families and owner-operated businesses. Andrew takes each of his clients through a thorough financial review, gets to know their specific financial goals, and carefully designs a plan to help them get where they want to go.
Andrew’s focus is around helping clients make sound financial decisions like helping to protect their family from the biggest financial risks and helping them understand sound principles of retirement savings and income generation.
Andrew has a BA from the University of Texas at Austin where he studied history, political science and economics. Andrew and his family of four live in the White Rock Lake area of Dallas, TX. They’re members Northwest Bible Church, avid Camp Gladiator campers, and in the summers, they like to get away to Lake Travis outside of Austin