Andrew is a lifelong learner, focused on gaining knowledge to help provide his clients with a better understanding of their finances.
Joined Lido: 2024
Homebase: Chicago
Professional Focus: Andrew brings an institutional investment approach to help individuals and families navigate the complexities of their financial lives by providing compelling strategies for their issues. He works on building legacies that have a lasting impact on his clients’ lives.
Professional Designations: Certified Financial Planner® (CFP®) practitioner, a Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®)
Education: B.S. in Finance and Entrepreneurship & Corporate Innovation, Indiana University
Previous Work Highlights: Andrew entered the industry as an investment analyst and advisor to institutional clients, serving as an Institutional Consulting Analyst at Morgan Stanley. His desire to build meaningful client relationships and provide more in-depth advice led him to SBC Wealth Management as a Wealth Advisor.
Personal Facts: He is passionate about “The Three Fs:” Faith, Family, and Fitness. He regularly attends services, volunteers, and participates in small groups with his church. He and his wife are raising a young son and two dogs. Andrew loves to work out, golf, and play billiards.
