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Resides in Lake Forest, CA with his wife & two children

Family is his #1 passion

Enjoys sports

Enjoys cooking & wine collecting

Will video conference with clients to make it easier

Get to Know Andy

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.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Call Us To Get Started. (844) 356-4934