3655 Route 202 Suite 140 Doylestown, PA 18902

Andy is a financial advisor in Savant’s Doylestown, PA office. He specializes in guiding senior level executives of public companies. More specifically, he helps manage the complexities of their stock-based compensation.

As a CERTIFIED FINANCIAL PLANNER® professional, Andy is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Andy has been involved in the financial services industry since 2015. Prior to joining Savant, he worked in investment operations for a national bank and as a consultant helping small- and mid-sized Fortune 500 companies with financial planning analyses.

Andy earned a bachelor of science degree in finance and economics from the University of Delaware and a master of business administration (MBA) degree from Temple University.

Andy and his wife Carrie live in Bucks County, PA where they are raising their son Patrick. Andy enjoys staying busy, whether it is playing golf, attending sporting events, traveling, or spending time outdoors with friends and family. He is a passionate Philadelphia sports fan.

Education &
Designations

University of Delaware
Bachelor of Science in Finance and Economics
Temple University
Master of Business Administration (MBA)
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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