Experience

Andrew works with clients and prospects to create a blueprint and investment plan to help clients save enough financial resources to fund retirement, lifestyle, charitable and wealth transfer goals. Andrew collaborates with the client's other legal and tax advisors to create a roadmap and an action plan to help business owners and other clients with liquidity events to reduce income and capital gains taxes by using advanced tax and trust strategies. Working with business owners over the last 23 years, Andrew has found they are frustrated at paying high income and capital gains, up to 50% upon the sale of their business. Andrew also found that they want to continue to make an impact with their lives after the sale.

CA Insurance Lic #576810

Often the first voice clients hear, delivering a high level of client service is definitely an integral aspect of my day to day routine as a Registered Client Service associate. I am constantly catering to my advisers sophisticated client's needs, and evaluating what action needs to be accomplished next, to complete their requests in a timely fashion. I am extremely committed to delivering the highest level of personal service to our clients. I began working in the financial industry in 2014, and since obtained both my Series 7 and Series 66 licenses.

Prior to working in the financial industry, I built a successful career as a model. I garnered a reputation for representing top brands, working and communicating with major celebrities, and fashion executives while traveling worldwide. In order to obtain paid work, I acquired communication skills and the flexibility to represent myself in the best light for each specific job and client.

With my immaculate attention to detail and ability to organize and manage time, I was able to work two jobs, while sustaining sometimes as many as twenty credits in school, graduating in less than 4 years.

I have a passion for health and wellness, working out, and love to cook for my friends and family in my free time.