Andrew is a Financial Advisor who believes in a direct and transparent approach to financial planning and investment management. Prior to joining Baird in 2020, Andrew worked at PricewaterhouseCoopers in the Investment Management Tax and Mergers and Acquisitions Tax groups. Andrew uses his tax background as a CPA to assist clients with financial planning and providing tax efficiency.
The team’s investment philosophy is to use strategies that are extremely transparent with their investments, taxes, and fees so clients know exactly what to expect. Each client will have a strategy that is tailored to their specific needs and long term goals that they are trying to achieve.
Charlie Munger once said, “We have a passion for keeping things simple,” and that is exactly how our team puts together investment plans and strategies for our clients. By simplifying our investment process and approach, we think it helps our clients feel more comfortable in their financial plans and ability to reach their long term goals.
Andrew attended the University at Buffalo and graduated with a Bachelor and Masters of Science in Accounting. Andrew’s designations include the CERTIFIED FINANCIAL PLANNER®, (CFP®), Certified Public Accountant (CPA), and Qualified Plan Financial Consultant (QPFC).
Andrew and his wife, Talia, are active in the Golden Valley community. Andrew has been involved with the St. Paul Jewish Federation over the years, having been on the board and finance committee. He also served as treasurer for TC Jewfolk. In his free time, he enjoys running, watching the Minnesota Vikings, the New York Mets, and playing pickleball.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. Baird does not provide tax or legal advice. Please consult your legal or tax professional for specific information.
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