Andrew serves as Vice President of Wealth Management at Clarity Capital Partners. He began his career in the financial industry in 2017 and quickly distinguished himself by earning the Morgan Stanley Pacesetter Award. Most recently, Andrew was recognized as a 2026 Five-Star Wealth Manager* in Orange County. He holds a Bachelor’s degree in Economics and Management, with a minor in Psychology, from DePauw University, and has maintained a broad set of industry licenses, including Series 66, Life/Health/Annuity, and NMLS.
Andrew brings a wealth of expertise and a personalized approach centered on understanding each client's unique goals and developing thoughtful strategies designed to protect and grow their wealth while supporting the lifestyle they envision.
Andrew specializes in comprehensive wealth management, focusing on strategic areas such as wealth planning, risk mitigation, executive compensation optimization, asset preservation, and cash management strategies. With a commitment to purpose and client-focused service, Andrew works closely with individuals and families to help them make informed financial decisions and confidently pursue their long term goals.
Outside of work, Andrew is an avid sports fan, and enjoys spending time with his wife, Taylor, his daughter, Parker and their dog, Annabelle (bellie girl).
* Data based on 12-month period concluding in December of the year prior to the issuance of the award. Neither Summit Financial nor its Advisors paid a fee in exchange for these rankings. Some of these rankings were obtained while the advisor was associated with a previous firm. Rankings may not be representative of any one client’s experience nor indicative of the advisor’s current or future performance.