As a financial advisor, Andy prioritizes trust and communication. Not only does he emphasize financial transparency and objective advice, but his approach also involves helping to educate and teach his clients while advising. That said, it’s the depth of client relationships that truly fuels Andy’s passion and effectiveness as an advisor.

Day-to-day matters for Andy involve helping his clients pursue their financial goals through financial planning and investment management for a range of wealthy individuals and families, as well as business administration for owners and entrepreneurs. He applies his keen analytical and consulting skills to help deliver a comprehensive plan built on a foundation of financial confidence and a long-term perspective.

Andy is a Certified Financial Planner^™ professional designation holder, distinguishing his commitment to stringent educational, ethical and client-centered standards. He has been a financial advisor since 2000 and has been with Raymond James since 2009. Andy describes the client-first, family-focused culture at Raymond James as one that aligns with his own values. His professional experience is further backed by a master’s in business administration from The Ohio State University.

Outside the office, Andy is currently Chairman of the Board for West Chester PA Salvation Army – an organization he’s been part of for over two decades. And like the other outdoor enthusiasts at Brandywine Valley Financial Services, he too enjoys backpacking and fishing, as well as playing bass.

Raised in Cleveland Heights, Ohio, Andy lives in Downingtown, Pennsylvania with his spouse, Stacey, and four children, John, Emilia, Marcus and Maggie.