Director, Client Advisory
As a Director of Client Advisory, Andrew works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation and overall financial analysis.
Andrew also conducts market research and works with Crestone clients to ensure their wealth management needs are met.
Prior to joining Crestone, Andrew spent seven years as a contracting officer in the United States Air Force. In that role, he represented the government in contract negotiations for commodities, services, and construction contracts. Andrew was assigned to Hanscom Air Force Base in Boston, Massachusetts, the Naval Postgraduate School in Monterey, California and Wright Patterson Air Force Base in Dayton, Ohio. He was also deployed to Kabul Afghanistan in support of Operation Enduring Freedom.
Andrew received his MBA from the Naval Postgraduate School and his Bachelor of Science in business management from the United States Air Force Academy. He is a FINRA Registered Representative holding Series 7 and 66 licenses.
What made you decide to pursue a career in wealth management?
For me, working in wealth management is about serving other people, and that's what's enticing and exciting about this line of work. You get to help families manage a part of their lives that can be very complicated and intimidating, and by serving our client families we bring clarity and comfort to their lives. To me, that's rewarding.
What quality of yours makes you best suited to do what you do?
I naturally love connecting with people. As a client advisor you have to genuinely connect with your clients in order to gain their trust and provide the highest level of service.
What personal accomplishment are you most proud of?
Being a captain of the first Division I service academy ice hockey team to make it to the NCAA tournament was one of my most memorable accomplishments. It took years of blood, sweat, and tears and I forged so many life-long friendships along the way...it's definitely something I will always remember!