Andy is passionate about helping individuals and families navigate the financial complexities that come with each stage of life. He takes a collaborative, approachable style, working closely with clients to understand what matters most to them—whether that’s funding education, buying a home, or planning a meaningful experience. He finds the greatest fulfillment in helping clients turn their goals into clear, actionable plans.

Since 2015, Andy has worked in financial services on both the advisory and institutional sides of the industry, serving clients in New England and Kansas City. He specializes in helping individuals make thoughtful, informed financial decisions, with particular expertise in equity compensation. Andy works closely with clients to integrate RSUs, stock options, and other equity benefits into a cohesive financial plan, helping them maximize opportunities while managing risk.

As a CERTIFIED FINANCIAL PLANNER® professional Andy believes that great financial planning is personal, not one-size-fits-all. He serves as a reliable partner to his clients, developing tailored strategies that evolve alongside their lives and careers. At Keating, he is part of a team committed to making complex financial concepts simple and accessible, so clients can move forward with clarity and confidence. He is based in the firm’s Kansas City office.

Outside of work, Andy enjoys watching Bruins hockey, hiking with his dog, Copper, and spending time in Coastal Maine with his wife, Stacie, and their daughters, Harper and Annie.  Prior to his career in financial services, he managed musical instrument stores nationwide, and he remains an avid drummer. 

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.