About Andrew
With more than 30 years of tax and investment advisory experience, Andy brings a wealth of knowledge to his relationships with clients. He helps clients gain confidence about their financial futures by seeking a deep understanding of their most important values and financial goals, then implementing a comprehensive and customized wealth strategy designed to achieve them. Andy works with executives, entrepreneurs, professional athletes, and families to create holistic financial plans that address wealth and portfolio management, tax strategies, wealth transfer considerations, business consultation, and retirement planning.
Outside of work, Andy enjoys spending time with his wife and two daughters, Samantha and Jesse, as well as swimming, biking, and playing tennis. He has held board positions for several Washington, D.C.–area nonprofit and sporting organizations.
Education and Professional Milestones
-Emory University - bachelor of business administration
-Founded and led ARK Financial Services for 17 years
-Managed a tax and accounting practice, during which time he also served as chief financial officer for a number of his clients with successful startups
-Member of the Maryland Association of Certified Public Accountants
With more than 30 years of tax and investment advisory experience, Andy brings a wealth of knowledge to his relationships with clients. He helps clients gain confidence about their financial futures by seeking a deep understanding of their most important values and financial goals, then implementing a comprehensive and customized wealth strategy designed to achieve them. Andy works with executives, entrepreneurs, professional athletes, and families to create holistic financial plans that address wealth and portfolio management, tax strategies, wealth transfer considerations, business consultation, and retirement planning.
Outside of work, Andy enjoys spending time with his wife and two daughters, Samantha and Jesse, as well as swimming, biking, and playing tennis. He has held board positions for several Washington, D.C.–area nonprofit and sporting organizations.
Education and Professional Milestones
-Emory University - bachelor of business administration
-Founded and led ARK Financial Services for 17 years
-Managed a tax and accounting practice, during which time he also served as chief financial officer for a number of his clients with successful startups
-Member of the Maryland Association of Certified Public Accountants