Education and credentials.
Andrew earned a Bachelor of Science degree in Accounting (Harding University) and a Master of Business Administration (Villanova University). He also holds a certified Public Accountant (CPA – currently inactive in the State of Pennsylvania) license and is a Certified Financial Planner®.
Outside of work, Andrew volunteers at Camp Manatawny, previously as Chairman of the Board of Directors. He also serves as a Deacon at the King of Prussia Church of Christ. Andrew loves spending time with family, especially in Ocean City, NJ. He enjoys beach volleyball, ice-hockey, and golf. Andrew, his wife Jennifer, their daughters and two dogs live in Royersford, PA.
Background and expertise.
Andrew has nearly 25 years’ experience in the investment industry. During his 20-year tenure at Vanguard, he rotated through various roles including internal audit, corporate finance, and project leadership. In Andrew’s most recent role, he was responsible for the overall client relationship for institutional clients (~$3Billion assets and 30,000 plan participants) and to help optimize their retirement plans.
This role entailed plan design recommendations, investment menu consulting, industry trend updates, and employee education strategies. Andrew started his career at SEI Investments as an Internal Auditor.
We're not just advisors; we're dedicated partners in your financial journey.