With broad experience in comprehensive wealth management, Andrew helps clients navigate complex financial decisions with clarity and direction. He is energized by turning complexity into clear, actionable plans, creating the “aha” moments that move clients from uncertainty to confidence.

Andrew’s path into wealth management was shaped by the principle of ikigai, the idea of aligning what you love, what you’re good at, what the world needs, and what you can be paid for. For him, financial planning sits at that intersection, blending analytical thinking with meaningful service and long-term relationships. Early in his career, he recognized money is rarely just about numbers. It influences family dynamics, opportunity, and well-being. That perspective continues to guide his work.

He approaches each relationship with humility, integrity, and deep care, believing trust is built through preparation, attentive listening, and transparent guidance. By focusing on what matters most, Andrew leverages the breadth and depth of the Sequoia team to design strategies aligned with each client’s goals, risk tolerance, and stage of life. Clients and colleagues value his clear communication, collaborative style, and steady presence.

Outside of work, Andrew enjoys spending time with his wife and their two dogs, tackling home projects, playing competitive soccer, and spending time with close friends. Staying active and connected helps him recharge and stay grounded.