Andrew joins Summit Wealth Group with over 9 years of industry experience. Most recently, he worked at SEI as an Investment Implementation Specialist, collaborating with Registered Investment Advisor firms and assisting advisors in helping their clients meet their financial goals. Andrew had the pleasure of working closely with the Summit Wealth Group team while at SEI and enjoyed the relationships he built so much that he had to join the team! Andrew is passionate about investments and personalizing client portfolios to help them achieve their long term objectives.
Outside of work, Andrew enjoys spending time in the garden with his wife, Mikaela, and their dog, Babe. They are avid Philadelphia sports fans and love to spend time outdoors, especially on the beach at the Jersey Shore!