Brighton, MI - Michigan Office
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Andrew is a trusted wealth management professional known for his commitment to upholding the highest standards of client service and his dedication to fostering long-term relationships. He partners with individuals, families, and businesses to provide personalized financial planning and investment strategies tailored to their unique goals. Andrew strives to be a positive outlier, delivering exceptional value to his clients.
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Andrew's broad background has been fundamental to assisting clients in making financial decisions. He joined EP Wealth in 2025 as part of the firm's strategic partnership with Executive Wealth Management, having served as a Private Wealth Advisor. Prior to this, Andrew built a wealth of experience at a fast-paced, independent firm within the Wells Fargo Advisors Financial Network in Bloomfield Hills, Michigan, where he honed his skills in portfolio management, client relations, and market research.
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A proud graduate of Hillsdale College, Andrew earned his Bachelor of Arts degree in Financial Management and International Business. He is currently in the process of obtaining his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification to further enhance his knowledge.
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Beyond his professional endeavors, Andrew is deeply committed to giving back to his community. He actively supports his alma mater as a member of the College's Alumni Association Board, and several charitable organizations, including The Children’s Foundation, JDRF, and the Work Skills Foundation. When away from the office, Andrew can be found somewhere in the rough on the golf course, taking care of his fitness, and boating with family and friends.
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