Andy has been recognized as a Forbes Best-in-State Wealth Advisor in 2020, 2021 and 2022. Andy specializes in delivering wealth management advice and implementation solutions to entrepreneurs, family offices, corporate executives, and charitable organizations. To do so, he utilizes decades of industry experience and in-house expertise to build financial and investment plans designed customized to specific financial objectives. Prior to joining Wells Fargo Advisors in 2016, Andy was a Director at Credit Suisse Private Banking for seven years where he co-led one of the largest teams in the Midwest (along with Financial Advisor Todd Showalter), overseeing over $1B in assets. Previously, he was a Vice President at Lehman Brothers Private Wealth Management for seven years. Preceding business school, he worked at Andersen Consulting (now Accenture) for four years where he was a Manager within the Financial Services practice. Andy earned his B.A. with Honors in English Language & Literature from the University of Chicago. He later completed his M.B.A. with concentrations in Finance and Accounting at the University Of Chicago Booth School Of Business. Andy resides in Western Springs, IL with his wife and children.