Andrew brings a strong foundation in corporate banking to his role, where he supports individual investment clients with precision and care in handling their administrative needs. A graduate of The Ohio State University, Andrew holds a bachelor’s degree and has earned key industry credentials including the FINRA Series 7 and 66 licenses which are held with LPL Financial, as well as Life and Health certifications. His expertise and commitment to client service make him a valued resource in navigating the complexities of investment administration.