Andrew knew that working well with numbers and people made a career in financial services a natural fit.
Joined Lido: 2024
Homebase: Dallas, TX
Professional Focus: His goal is to fosters lifelong relationships with clients and provide them with the most tailored approaches for their financial goals. He enjoys working with his team of like-minded professionals to best serve their clients.
Education: B.A., Economics and Finance, University of Dallas
Previous Work Highlights: Began his career with RBC Wealth Management in 2019 as an Investment Associate before moving to a Financial Advisor. After RBC, Andrew joined Neuberger Berman as an Associate where he managed UHNW relationships.
Personal Facts: Outside of work Andrew loves spending time with his fiancée, family, and anything to do with soccer.
