Andrew combines a deep technical background with a passion for helping clients navigate their most complex financial milestones. With over a decade of experience across investment banking and private wealth management, Andrew’s approach is rooted in holistic planning. He believes that a truly effective financial strategy isn't just about the numbers; it’s about aligning a client’s unique life goals with a customized, disciplined roadmap for the future.

Andrew is a CERTIFIED FINANCIAL PLANNER® professional, a CIMA® professional, and a CEPA® professional. Andrew takes a holistic approach to wealth management, ensuring all aspects of a client’s financial picture are seamlessly integrated and working toward a common goal. Before joining Farther, he honed his expertise at Wells Fargo Advisors and Symmetry Wealth Advisory Group, focusing on tailored financial planning. His career also includes significant experience in the institutional space; at Cresset Capital, he participated in extensive manager research, including private investment diligence across private equity, venture capital, and real estate. Having previously served as an Investment Banking Associate at Societe Generale, Andrew offers clients a sophisticated perspective that blends "Wall Street" analytical rigor with personal "Main Street" advisory.

A graduate of the Kelley School of Business at Indiana University with degrees in Finance and International Business, Andrew now calls the New York City area home with his wife, Amanda. Outside of the office, he is an avid traveler, and he has traveled to over 27 countries and counting. When he’s not on the slopes as a frequent skier or exploring a new destination, you can usually find him spending time with friends and family or cheering on his favorite New York sports teams.