About
Andrew
Andrew brings together financial planning, asset allocation, tax planning, investments, and more to fully service a client’s needs. He is also integral in rebalancing portfolios, administering portfolios, and responding to special requests. He leads the preparation and analysis of detailed financial plans and long-term projections for clients.
Andrew joined Focus Partners Wealth in 2026, bringing with him experience garnered from his work at Kovitz and Telemus.
Previously, he was employed at BMO Private Bank, working with wealthy individuals. He also has experience as a mortgage banker with BMO Harris Bank. Andrew enjoys using the tools he has picked up along the way to help wealthy individuals plan for their futures.
As someone who grew up in Chicago, Andrew is often enjoying himself outdoors when he can. Whether it be at the Lincoln Park Zoo, volunteering for Paws, or ice skating at Millennium Park, you can bet the weather will not keep him down.
Education and Professional Milestones
-Rollins College
Andrew brings together financial planning, asset allocation, tax planning, investments, and more to fully service a client’s needs. He is also integral in rebalancing portfolios, administering portfolios, and responding to special requests. He leads the preparation and analysis of detailed financial plans and long-term projections for clients.
Andrew joined Focus Partners Wealth in 2026, bringing with him experience garnered from his work at Kovitz and Telemus.
Previously, he was employed at BMO Private Bank, working with wealthy individuals. He also has experience as a mortgage banker with BMO Harris Bank. Andrew enjoys using the tools he has picked up along the way to help wealthy individuals plan for their futures.
As someone who grew up in Chicago, Andrew is often enjoying himself outdoors when he can. Whether it be at the Lincoln Park Zoo, volunteering for Paws, or ice skating at Millennium Park, you can bet the weather will not keep him down.
Education and Professional Milestones
-Rollins College