Andrew brings more than 30 years of public accounting experience to Aprio, providing clients with proactive income tax, corporate tax, and audit and financial reporting advisory services. Whether it’s explaining how new tax regulations will affect their business, recommending the best entity structure for a new business, or answering questions about qualifying expenses for PPP loan forgiveness, Andrew responds quickly to help clients take advantage of opportunities. Although Andrew is always prompt in responding to client requests, he is never hasty with his answers. He is outcome focused and provides well thought out, innovative solutions that deliver results. Andrew previously helped a client identify and claim over $250k in R&D tax credits, while he saved another client $75k by advising them to open a donor advised fund to contribute appreciated securities.

By combining his skills as a CPA and a Certified Financial Planner (CFP™), Andrew helps high-net-worth clients achieve their financial goals and transfer wealth across generations. In his practice, he focuses on making his clients’ lives easier through coordinated tax, financial, investment, and estate planning, leveraging his deep experience in trust and estate accounting.