Andrew works closely with individuals and families to help them make sound financial decisions with confidence and clarity. He believes financial planning should feel personal, approachable and practical—not overwhelming or filled with jargon.
As a husband and father of two young boys, Andrew understands that life is a constant balance between enjoying today and preparing for tomorrow. Whether it’s planning for retirement, saving for college, navigating major life transitions or building long-term wealth, he enjoys helping clients create a strategy that supports both their goals and the life they want to live along the way.
Originally from Pittsburgh, Andrew attended Allegheny College and later studied financial planning through the Duquesne University School of Business. He began his career in wealth management in 2014 through the advisor training program at Merrill Lynch and earned his Certified Financial Planner® certification in 2019. In 2020, he joined Raymond James to make his practice independent, allowing him greater flexibility, a more personalized approach and the ability to focus entirely on serving clients in the way he believed was best for them.
Andrew was named to the 2026 edition of the Forbes Best-In-State Next-Gen Wealth Advisors list, ranking No. 79 in Florida. This recognition reflects his commitment to delivering thoughtful guidance, building meaningful client relationships and helping families pursue their financial goals with clarity and confidence.
Today, Andrew continues to build his practice around long-term relationships, thoughtful planning and advice tailored to each client’s unique situation and goals.
Andrew lives in Lake Nona, Florida, with his wife, Samantha, and their two sons. Outside the office, you’ll usually find him spending time with family, chasing around two energetic boys or trying to sneak in a round of golf whenever possible.
The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2026) included: 53,000 nominations, 5,418 individuals considered and 100 individuals won the America’s Top Next-Gen ranking. This ranking is based upon the period from 3/31/25 to 3/31/26 and was released on 8/11/26. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/top-next-gen-advisors
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.