Client Advisory


Andy is a Principal in the Cincinnati South office with over 20 years of financial service experience. He is passionate about assisting clients in meeting their wealth management needs.

Prior to joining Cerity Partners, Andy served as a Financial Advisor at ARGI Financial Group. He previously served as a financial advisor working with high-net-worth clients at Fidelity Investments and TD Ameritrade. Andy spent 12 years as the Branch Manager of the Columbus office for TD Ameritrade.

Andy enjoys golfing and is an avid sports fan, particularly of the Kentucky Wildcats and Cincinnati Bengals.


  • Coaches 2nd and 3rd Grade basketball in his community
  • Den Leader for Boy Scouts Troop 701

Connect with Andy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues