When he was 12 years old, Andy started looking through the business section of the Sunday edition of The Cleveland Plain Dealer, picking stocks, making handmade charts, and building mock portfolios. That was the beginning of a lifelong fascination with investing.

Andy joined an Ohio brokerage firm after college. His experience led to an assignment in Florida where he opened a brokerage office from scratch and soon began managing additional branches. Andy moved to Scottsdale in 1993 to continue his career as a Branch Manager and Financial Advisor. After managing a high-net-worth branch for Morgan Stanley, he returned to working solely for clients in 2007.

Preferring to manage accounts directly, Andy’s style is very hands on. He loves the challenge of finding great investments and building investment strategies after doing vigorous research and applying his many years of experience. He is deeply involved in the planning of clients’ financial futures and particularly enjoys helping families pursue their goals over multiple generations.

Andy’s personal interests include playing golf, fly fishing, riding horses and traveling. He volunteers as an Honorary Commander at Luke Air Force base where he assists junior airmen and helps coordinate funding for much needed projects. He also volunteers at Healing Hearts Horse Rescue in Cave Creek.