Andy is a full-time financial advisor working with individuals, families, and small businesses in areas of financial planning, wealth preservation, retirement, investments and special needs planning.
He is a Cincinnati-native currently residing in Madeira, Ohio. A dedicated father of three, Andy is passionately active in the autism and special-needs community serving as Board Vice President of the Hamilton County Developmental Disabilities Services.
Andy earned his doctoral degree from the Scripps Institute of Oceanography in 1991. He’s led product development & compliance teams in the high tech and medical device industries. This project management background enables him to provide you with clear direction and timely implementation to achieve your goals.