I've been working with Andy for the better part of a year now. I was looking for a financial advisor who would collaborate closely and provide recommendations and guard rails while I stay in the driver's seat. Andy has done that perfectly.

We've been working with Andy for several months now and it's been a great experience. He's able to communicate key concepts clearly and knows his stuff. His advice has been great so far and even though I consider myself a fairly sophisticated investor he's already identified significant tax savings I was missing. There are relatively few planners of Andy's skill who are willing to offer fee for service based programs instead of a percentage AUM fee so I've been really happy working with Andy so far and plan to continue doing so and would recommend him to anyone in the market.

My spouse and I have been working with Andy for the last several months to maximize efficiency and plan for eventual retirement. We are in the early part of our journey, but so far, Andy has been a great financial planning partner. He has taken the time to get to know us, and our financial and lifestyle goals, and is working with us to develop a sustainable plan for the future.

Exceptionally knowledgeable and very collaborative financial planner. Adapts well to clients understanding and style. Definitely recommend.

Andy provides very thoughtful strategic financial planning and advice