Executive Wealth Manager
Prior to joining Sage, Andy worked for several years with a private high net worth wealth management firm in Los Angeles, where he gained particular expertise in handling concentrated stock and stock options. Before that he spent five years at the USDA, where he honed his eye for detail working with state administrators to improve the efficiency and accuracy of State and Federal benefits programs. He holds a B.A. in History from the University of Colorado, Boulder. After college, Andy worked in Haiti as a small business development volunteer with the Peace Corps. During that time, he helped establish a regional agricultural cooperative in order to increase market presence and product profitability.
Andy has been recognized by Philadelphia Magazine as a FIVE STAR WEALTH MANAGER.
What inspires you about your job?
I enjoy the analytical aspect of planning, but I find it most rewarding to watch clients send their kids to college or enter into retirement with confidence that their financial future is sound and in good hands.
What do you love most about being part of Sage?
The people I work with every day. They make it a pleasure to come to work.