Andrew joined Sound Wealth Partners in November 2019. With over 20 years of experience in providing financial planning services to residents in South Kitsap, Mason, and Pierce Counties, Andrew has been able to understand clients’ needs in good times and bad. As a result, he understands that assessing risk is imperative to help clients work towards their financial goals.
Andrew has an industry-focused niche on high net-worth individuals and families, using his unique Financial Roadmap system to help them achieve clarity and peace-of-mind in their financial future.
A native Washingtonian who raises his family here, Andrew offers the knowledge and experience to understand the complexities of the market and how that impacts the unique circumstances of his neighbors in the Pacific Northwest.
Whether you have questions about financial risks, wealth management, retirement, college planning, or insurance, or need help addressing any other financial goals, he can work with you to establish a customized plan that targets your needs. Taking care of his clients is his highest priority. You can expect Andrew to bring an organized, pragmatic, and most of all, a comprehensive approach in working with you to understand your goals and objectives.
Andrew attended the University of Southern California for Filmmaking.
Andrew is a Series 7 (Broker), 66 (Advisory) and State Life and Disability Insurance licensed Financial Advisor.