Senior Wealth Advisor
As a Senior Wealth Advisor, Andrew works closely with new and existing clients to develop and implement financial plans based on their individual goals. He serves as their main point of contact, resource for financial decisions, and trusted advisor. He is passionate about providing superior service, clarity, and client-focused solutions to help individuals achieve their financial goals.
Prior to joining Reilly Financial Advisors, Andrew served as a Financial Planner at a family office in San Diego. He assisted client families in developing, monitoring, and implementing comprehensive financial plans to address all existing and future financial objectives. He has more than 10 years of experience in the financial services industry, holding various roles in client service, portfolio management, financial planning, and retirement planning.
Andrew received his bachelor’s degree in economics from Sonoma State University. While at Sonoma State, he played four years of lacrosse, serving as team president and captain. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, holds the FINRA Series 7 and Series 63 licenses, and earned his master’s degree in tax and financial planning from San Diego State University.
Andrew was born and raised in San Diego and enjoys spending time with his wife, son, friends, and family. He also loves watching sports (especially the San Diego Padres), playing golf, cooking, traveling, and being a lifelong learner.
Why I Do What I Do:
During the 2008–2009 recession, I was beginning my career and saw firsthand the emotional distress individuals experienced during uncertain times. I realized that through financial guidance and education, I could help individuals gain confidence and find peace of mind within their financial lives. I am dedicated to providing personalized advice and education to help clients navigate financial decisions and reach their goals.