Overview
Andy has more than 25 years of experience providing tax services to ultra high net worth individuals, family offices, corporate executives, and owner-operated businesses. He is passionate about helping clients optimize their tax strategies, preserve their wealth, and achieve their financial goals.
Education
BBA and Masters in Accounting from Abilene Christian University
In the community
Society of Trust and Estate Practitioners (STEP) Texas, Chair
Society of Trust and Estate Practitioners (STEP) USA, Board Member
Greater Houston Community Foundation, Professional Advisor Council, Member
Houston Estate and Financial Forum, Member