With over 21 years of financial services industry experience, Andy oversees business operations for Beltway Wealth Management and helps to develop and implement the team’s investment strategies.
Andy has cultivated a holistic approach in his methodology and takes the time to educate clients on the financial markets. He cherishes the relationships he has cultivated with clients over the past two decades and is committed to helping them pursue their financial goals.
Andy received his degree in Finance at the University of Maryland at College Park. He holds the Series 7, 31, and 66 licenses, as well as licenses for life and health insurance. Prior to joining LPL Financial in 2022, Andy was a Financial Advisor with UBS.
Andy and his wife, Gina, live in Rockville, Maryland with their two sons, who are 11 and 13 years old. In his spare time, Andy enjoys golfing, watching football games, and spending quality time with his family.