Andrew has been in the ﬁnancial services industry for 25 years, providing counsel in the areas of Tax-efﬁcient Income Planning, Tax-efﬁcient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.
For more than 20 years, Andrew has worked with ﬁnancial advisors to present their clients, clients’ attorneys, and accountants with complex and comprehensive solutions through succinct yet actionable guidance.
Andrew’s consultative approach helps clients explore areas of opportunity in their ﬁnancial plan to reduce or even eliminate unnecessary taxation. He’s created a proprietary wealth development and management model which has helped hundreds of clients secure a solid financial plan while going through the process of ‘Divorcing the IRS’.
Andrew graduated from Harvard in 1993 with a bachelor’s degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack, and enjoy playing golf and tennis.