Designations and Licenses

Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor®.

Experience and Education

Andrew has six years of experience providing comprehensive wealth advice to high-net-worth individuals and families. He advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Andrew worked as a senior financial advisor at Empower Personal Wealth.

Andrew has a BSBA in marketing and managerial finance from the University of Mississippi. He obtained his CERTIFIED FINANCIAL PLANNER™ certification after completing a certificate program through South Methodist University. He recently obtained his Certified Private Wealth Advisor® designation after completing coursework through Yale School of Management.

Personal Interests

Away from the office, Andrew enjoys spending time with family and friends, hiking, skiing, traveling and mixed martial arts. His beagle, Roger, regularly joins him for hiking.