WEALTH ASSOCIATE

With over 12 years in the financial services industry, Andre advises high-net-worth and ultra-high-net-worth families on sophisticated, tax-efficient retirement and estate planning strategies. His approach integrates investment planning, tax awareness, and long-term legacy planning to help clients preserve, manage, and transfer wealth across generations.

He holds Series 7 and Series 63 registrations through LPL Financial, along with the ChFC® (Chartered Financial Consultant®) and RICP® (Retirement Income Certified Professional®) designations conferred by The American College of Financial Services. Andre is dedicated to delivering highly customized advice aligned with each client’s unique objectives, values, and financial complexity.

Outside of his professional work, Andre enjoys spending time with his two children and remains active in his community. His personal interests include golf, hiking, attending premier sporting events, and collecting fine fragrances.

*RICP conferred by The American College