Andy has been a financial advisor since 2016, joining Surgeons Capital Management (SCM) in 2021 after gaining valuable experience at Vanguard and Wells Fargo Advisors. Andy has taken on the role of director of Wealth Planning for SCM, working alongside the rest of the SCM team and their clients. Andy works extensively with Surgeons around the country and frequently attends 15+ surgical meetings per year to make sure his knowledge of the space is always current. Andy works with Surgeons in both the private and university setting, with knowledge of all aspects of their different planning needs and income structures.
Andy is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on a holistic financial planning approach. He uses investments, insurance, and tax and estate planning strategies for Surgeons and their families to create a cohesive plan customized to each client. With his previous experience working at both Wells Fargo Advisors and Vanguard, Andy has a very good understanding of the traditional banking and investment worlds’ strengths and weaknesses, helping clients navigate through them.
Andy is a graduate of Penn State University (B.A., Finance). He resides in Reading, PA with his dog, Blue. He loves to mountain bike, spend time with friends and family, and follow Manchester United.
California Insurance License Number 4155676.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.