Andrew serves as a Wealth Advisor for RKL Wealth Management and works closely with his clients helping them to meet their financial needs. He has been responsible for creating financial plans for clients and their families. Andrew enjoys helping clients reach their goals through financial planning, while taking into consideration all aspects of a client’s financial situation. Andrew also works closely with the firm’s Investment Team on advising clients with regards to their investment plans and how they impact their financial plan.
Professional and Business History
Andrew began working at RKL in 2017 in RKL’s Audit Services Group, where he spent his time performing financial statement and employee benefit plan audits for Credit Union, Manufacturing and Not-for-Profit clients. In 2018, Andrew transitioned to RKL Wealth Management. This transition to the Wealth Management industry was inspired by his time spent interning at a financial advisory firm in Bethlehem, PA during his summer and winter breaks from college semesters.
- B.S. Accounting, Bloomsburg University
- Certified Public Accountant (CPA)
Professional Activities and Memberships
- American Institute of Certified Public Accountants (AICPA), Member
- Beta Gamma Sigma, Member
- Pennsylvania Institute of Certified Public Accountants (PICPA), Member
Andrew resides in Sinking Spring, PA. In his free time, he enjoys outdoor activities, working on cars and playing guitar.