As part of the EMS team, Andrew focuses on building strong client relationships and watching his advisor clients grow and succeed, just as he did with his wealth management clients in previous roles.
Before joining FP Transitions, Andrew was the Director of Financial Services at an independent firm, where he played a key role in doubling the firm's AUM and revenue. He also spearheaded the creation of an outsourced consulting entity to support advisors within the B/D network, allowing him to apply his passion for helping others succeed.
A graduate of Oklahoma State University with a degree in Management, Andrew's professional journey has taken him from his roots in Albuquerque, through Texas and Oklahoma, to Oregon, where he now lives with his family. His wife’s medical studies brought them to Oregon, where they’ve embraced the Pacific Northwest lifestyle.
Outside of work, Andrew is an avid cook and enjoys sourcing seasonal ingredients from local farmer’s markets for elaborate meals. He also loves mountain biking and finds peace riding steep, technical trails. His adventurous spirit extends to the mountains, where he has already climbed four 14ers. Andrew's creative side shines through in his love for photography and drawing, which serve as additional outlets for him to unwind and appreciate the world around him.