Andrew brings more than 15 years of experience in wealth management, leadership, and financial planning to his work with individuals, families, and employers.
He began his career in 2010 as a Financial Advisor with Merrill Lynch, where he went on to serve in management and executive leadership roles across the firm’s offices in Baltimore, Washington, D.C., and New York City. While he is proud of the business results his teams achieved, Andrew considers mentoring, developing, and advancing his colleagues among his most rewarding accomplishments.
In 2024, Andrew joined Sides Wealth to return to the client-focused work that first drew him to financial advising. He helps individuals and families define their financial goals and develop strategies designed to support the lives they want to lead. He also works with employers to implement retirement benefit plans and provides employees with the guidance and education they need to make confident decisions about their financial futures.
Andrew believes effective financial planning starts with understanding the person behind the numbers. His ability to build genuine relationships and listen closely to his clients allows him to develop thoughtful strategies tailored to their unique circumstances, priorities, and goals.
Andrew earned a Bachelor of Science degree in Psychology from York College of Pennsylvania. He holds the Chartered Retirement Planning Counselor™ (CRPC®) and Certified Divorce Financial Analyst® (CDFA®) designations and maintains FINRA Series 7, 66, 9, 10, and 24 licenses through LPL Financial.
Beyond his work in financial planning, Andrew is committed to helping young people build brighter futures. He serves on the boards of directors of Communities in Schools Pennsylvania and Empower For Life Maryland.
Andrew lives in Lutherville, Maryland, with his wife, Brooke, and their two children, Daniel and James. Outside of work, he enjoys spending time with his family outdoors, particularly golfing, kayaking, and snowboarding. He also enjoys flying and is currently working toward his private pilot’s license.
A Chartered Retirement Planning Counselor (CRPC) is a professional financial designation awarded by the College for Financial Planning (a Kaplan company). It is widely recognized as an industry benchmark for advisors who specialize in helping clients navigate the complex transition from working life into retirement.
A Certified Divorce Financial Analyst (CDFA) is a specialized professional trained to manage the complex financial and tax-related aspects of a divorce. While divorce attorneys navigate the legal framework of dissolving a marriage, a CDFA focuses on what the numbers actually mean for a client's long-term financial security.
Why Work with a CDFA? Engaging a CDFA early in the divorce process—often before formal proceedings begin—helps clients transition from emotional decision-making to data-driven strategy. They bridge the gap between legal theory and financial reality, ensuring that a settlement agreement that looks fair on paper will actually support a stable lifestyle years down the road.