Andrew is an experienced Wealth Management Advisor in our Palm Beach Gardens office. He enjoys advising clients in their working years, encouraging them to take action now so that they can experience long-term financial success. He specializes in working with business owners and professionals on their insurance, investment and retirement strategies.
Andrew was a Financial Advisor with Northwestern Mutual for 13 years before joining Visionary Wealth Advisors. He wanted to put his experience to work under our Registered Investment Advisor platform, where he can offer virtually unlimited investment options for his clients. He enjoys the uniqueness of every client, knowing every person’s situation is different. He likes entering that first meeting having no idea what to expect. He listens to their goals and concerns, then creates a financial plan to put them on a path to meet or exceed those goals.
Andrew has a Bachelor’s Degree in Finance and Marketing from Florida State University. He has also earned his Chartered Financial Consultant®, Certified Life Underwriter®, and Chartered Advisor for Senior Living® designations. He has two children, Wyatt and Avery.