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 Andy joined Aspiriant in 2002 as an Investment Operations Specialist. He transitioned to the Wealth Management department in 2005 and was promoted to the position of Manager in 2007. He became a principal of the firm in 2008.
Prior to joining Aspiriant, Andy worked for Mr. Stock, Inc., an online brokerage firm that specialized in options trading.
Andy is a member of the Financial Planning Association (FPA) and currently serves on the San Francisco Chapter’s Membership Committee. He is also a member of FPA NexGen, a community of interest focused on fostering the development of young financial planners.
Andy earned a BS degree in Managerial Economics from University of California-Davis. He completed the Personal Financial Planning Program at University of California-Berkeley in 2004 and earned his Certified Financial Planner credential in 2005. He also completed the Financial Planning Association Residency Program in 2007.
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