Resides in Lake Forest, CA with his wife & two children
Family is his #1 passion
Enjoys cooking & wine collecting
Will video conference with clients to make it easier
Andy started with Trilogy Financial in September of 2001 with the mindset that everyone he came in contact with would not have to spend their golden years working at the golden arches. His drive and dedication to help his clients pursue their financial successes has prompted his own success within the company.
Andy had previously worked for Sun America Securities from November 1992 to September 2001 after attending Cerritos College, majoring in Accounting. Andy currently holds the following registrations with LPL Financial: Series 6, 63 and Life & Long Term Care, California Insurance License number 0B35479.
Andy lives in Lake Forest with his wife, Sharron, who is in the veterinary field, and their two children, cats and dogs. Other than helping his clients work towards their financial goal, Andy’s number one passion is his family. Andy is an avid wine collector who also enjoys sports and cooking.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.