Andy joined InvesTrust Consulting, in February 2015 and serves as a Consultant for the firm’s non-affiliated clients.
Andy began his wealth management career in 1980. Prior to joining InvesTrust, Andy worked for two major financial institutions providing portfolio management and comprehensive wealth management solutions for high-net-worth individuals and families.
Andy earned his Bachelor of Arts in Economics at the University of Oklahoma. He is a registered Series 65 Investment Advisor Representative.
He has served as an officer and board member of the CFA Society of Oklahoma. He has been a committee chair and volunteer for the Arts Council Opening Night, the OKC Festival of the Arts, Junior Achievement USA and, the allocations committee of the United Way of Central OK.
Click here for more information regarding professional designation requirements.
