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Family: Andrew is married to Sarah. The couple has one son, Brooks, and is eager to welcome another son soon.
Duties & Responsibilities at Teamwork:As Vice President and an Investment Advisor Representative, Andrew is passionate about helping clients achieve their goals through retirement income planning, financial planning and investment solutions. Having joined Teamwork Financial in 2020, Andrew also takes pride in using the firm’s legal and tax resources to better coordinate clients’ financial strategies.
Education:Andrew graduated in May 2012 from Texas State University in San Marcos, Texas, with a business degree. He has passed his Series 63 and 65 securities exams, has a life insurance license and holds designations as a Retirement Income Certified Professional® and an Accredited Investment Fiduciary®.
Background: Upon graduation from Texas State, Andrew was unsure what career path to take until he met a recruiter for First Command Financial Services who presented him the opportunity to help others while running his own financial planning and investment business. A native of Houston, Andrew enjoys spending time with his family, watching Houston sporting events of all kinds and playing golf, men’s softball and basketball.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.