Andrew serves as a wealth advisor at RWA Wealth Partners. He has over 15 years of experience helping individuals and families navigate their financial journeys. In his role, Andrew meets with current and potential clients to discuss investment philosophy and process; develops and implements clients’ investment objectives; and provides portfolio recommendations based on market environment, tax considerations and individual client objectives. Andrew and his team are dedicated to delivering exceptional service and ensuring clients have a positive, seamless experience.
Before joining RWA Wealth Partners in 2021, Andrew served as a vice president and financial consultant at Charles Schwab, where he honed his skills in investment strategy, retirement planning and wealth preservation.
Andrew graduated with a B.S. in economics from Hamilton College.
Outside of his professional life, he is an avid fisherman and golfer. He resides in Somerville, MA, with his wife and two children.