Andrew works with young career-starters as well as retirees. He assists with creating strategic investment and financial planning strategies for individual clients, and works with corporate clients to provide 401(k) support and employee education. In addition to assisting individual and corporate clients, Andrew plays a crucial role on VLP’s Investment Committee, providing extensive investment research and due diligence work. He also provides investment recommendations for client portfolios and handles trading.
Andrew is involved in the Financial Planning Association National Capital Area as a board member, specifically the board chairman of the NexGen committee. Andrew graduated from Virginia Tech with a Bachelor of Science in Finance – Certified Financial Planning and a minor in Entrepreneurship.
Andrew is a Northern Virginia native, having grown up in Purcellville. He’s a huge DC sports fan and loves exploring the social life of DC and his current home city of Arlington. He’s living greater when he’s on the lake kayaking, tubing in the summer or skiing in the winter.
Certifications Held:
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
