Andrew is the Senior Director and an invaluable internal resource for technical matters relating to life insurance planning, product selection, and policy design. His primary responsibilities include financial modeling and presenting advanced insurance planning concepts, designed to create and preserve client wealth. He is a skilled analyst with expertise in legacy and seasoned coverage portfolios, in-force life insurance policies, and complex life insurance planning strategies. Additionally, he is a Registered Principal with M Holdings Securities, Inc., providing internal oversight for the sale of variable life insurance and annuities.

Andrew collaborates directly with clients to ensure a clear understanding of how their insurance planning integrates into their overall financial plan and what type of impact current tax laws and regulations may have on their long-term objectives. Andrew also partners with existing clients and their advisors to manage their insurance portfolio and provide guidance on additional planning needs including personal, family, and multi-generational insurance protection, and insurance solutions for closely held businesses and their key employees. 

Andrew earned bachelor’s degrees in political economy and applied mathematics from the University of California, Berkeley, and California State University, Sonoma, respectively. He also received a graduate degree in agricultural economics from the University of California, Davis.

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