About
Andrew
Andrew works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds.
While attending college, Andrew was the Vice President of the Financial Planning Club on campus. He also led a sustainability project regarding sustainable houses created by 3D printing. Andrew looks forward to continuing to expand his knowledge within the financial industry.
Outside of work, Andrew enjoys hunting, traveling, woodworking, shoe shopping, riding his motorcycle with his dog and fiancé, and spending time with family.
Education and Professional Milestones
-Penn State Behrend – bachelor’s degree in finance
Andrew works closely with the advisor team to manage client relationships. He handles administrative duties, including processing client requests, preparing meeting materials, and transferring client funds.
While attending college, Andrew was the Vice President of the Financial Planning Club on campus. He also led a sustainability project regarding sustainable houses created by 3D printing. Andrew looks forward to continuing to expand his knowledge within the financial industry.
Outside of work, Andrew enjoys hunting, traveling, woodworking, shoe shopping, riding his motorcycle with his dog and fiancé, and spending time with family.
Education and Professional Milestones
-Penn State Behrend – bachelor’s degree in finance