Senior Financial Planner
As Senior Financial Planner, Andrew focuses on analyzing data and writing financial plans for clients, as well as specializing in investment allocations and strategies. Andrew enjoys helping clients through the process of defining their retirement goals and takes pride in watching clients fulfill those goals.
Andrew has been in the financial planning profession for over 20 years. Prior to joining Reilly Financial Advisors, Andrew served as President of Spartan Planning, a financial planning and investment advisory firm. In his role, Andrew helped young professionals and retired clients navigate their personal financial futures.
Andrew is a native San Diegan. He completed both his undergraduate and graduate work at San Diego State University with a B.S. Degree in Financial Services, along with a minor Degree in Classical Humanities in 1991. He completed his M.A. Degree in World History in 1997 by writing his master’s thesis pertaining to the financial/political exchange rate relationship between the U.S. Dollar and Japanese Yen. Seeking to complete his financial planning education, Andrew received his CERTIFIED FINANCIAL PLANNER™ certification in 2004.
Andrew enjoys coaching youth sports and mentoring adolescents; learning about history and has a strong inclination for the Humanities. He also enjoys visiting foreign countries and meeting the people, as well as spending quality time with his family in the outdoors with activities like camping, hiking, biking and most water recreational pursuits.
Why I Do What I Do:
I enjoy being part of a solution and actually making a difference in peoples’ lives by helping them plan for a successful financial future and retirement.