Associate Wealth Advisor
Andy is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are sharing the firm’s wealth management services to new clients, enhancing existing client relationships, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe, Andy served as a Financial Advisor with Morgan Stanley. Andy was born and raised in Newport Beach and holds a BS from the University of Colorado. Outside of work he enjoys spending time with family, watching his favorite sports teams, golfing, and anything outdoors related.