“As someone who is driven by the work I get to do for our clients, I love being part of a team that relentlessly strives to serve clients in all aspects of their financial lives. It is truly rewarding to see and be part of the ongoing effort to put our clients in the best position to achieve their dreams.”
Andrew’s Story
Andrew serves as a Wealth Advisor at Truepoint, partnering with families to design and implement comprehensive wealth management plans. Andrew guides clients through the retirement transition, addressing not only the financial but also the psychological shift from saving to spending. He is committed to helping individuals achieve peace of mind through goal-focused planning and provides innovative solutions tailored to each client’s unique financial circumstances, including evidence-based investment management.
Outside of the office, Andrew enjoys traveling, playing golf, discovering new restaurants, cheering on the University of Kentucky sports teams, and attending Cincinnati Reds games.
Specialties: comprehensive financial planning, retirement planning, risk management, tax efficient investing, transition into retirement