Andrew began his career in wealth management in 2014, where he worked at a large private wealth manager in Account Management and Client Service. He also has worked in venture capital as an associate, with focus on Operations and Investor Relations. Andrew joins Mercer Advisors with a wholehearted focus on providing the best service possible to potential clients, and an ongoing commitment to helping clients find their path to economic freedom. A native of Southern California now living in San Francisco, Andrew enjoys outdoor activities and running in Golden Gate Park. Andrew holds a B.A. from Westmont College, and a M.B.A. from the University of Arizona, as well as the FINRA Series 66 License.
Walnut Creek
100 Pringle Avenue Suite 310 Walnut Creek, California 94596