Senior Financial Planner
As a Senior Financial Planner, Andrew specializes in investment allocations and strategies and focuses on analyzing data and writing financial plans for clients. Andrew enjoys helping clients through the process of defining their retirement goals and takes pride in watching clients fulfill those goals.
Andrew has been in the financial planning profession for more than 20 years. Prior to joining Reilly Financial Advisors, Andrew served as the President of Spartan Planning, a financial planning and investment advisory firm. In his role, Andrew helped young professionals and retired clients navigate their personal financial futures.
Andrew is a native San Diegan. He completed both his undergraduate and graduate work at San Diego State University, with a bachelor’s degree in financial services and a minor in classical humanities. He completed his master’s degree in world history by writing his master’s thesis pertaining to the financial/political exchange rate relationship between the U.S. dollar and the Japanese yen. Seeking to complete his financial planning education, Andrew received his CERTIFIED FINANCIAL PLANNER™ certification in 2004.
In his free time, Andrew enjoys coaching youth sports, mentoring adolescents, visiting foreign countries (he particularly enjoys meeting local people), and spending quality time with his family doing outdoor activities like camping, hiking, and biking.
Why I Do What I Do:
I enjoy being part of a solution and actually making a difference in peoples’ lives by helping them plan for a successful financial future and retirement.