Andrew started his career in public accounting prior to transitioning to financial services in 2004. He received his bachelor’s degree in Accounting and earned his MBA from the University of Wisconsin-Milwaukee. He passed the Uniform CPA exam in November of 2000. Andrew has also earned the Retirement Income Certified Professional (RICP®) and the Accredited Asset Management Designation (AAMS®).
He is one of the three Managing Partners at Trident as well as being a Financial Planner for select clients.
Andrew is married, has 2 sons and 2 daughters and lives in New Berlin. In his spare time, he enjoys running, weight training and competing in obstacle course races.