Andrew joined the Boggs & Company Wealth Management team in 2024 as a wealth advisor specializing in comprehensive financial planning. With over a decade of experience, his role on the team is multifaceted. He is a primary resource for clients, specifically focusing on:
1. Helping pre-retirees and retirees avoid the worry of spending down their assets.
2. Ensuring those assets are preserved and passed down to future generations in an efficient manner.
Additionally, he leads our financial planning practice, leveraging our firm’s technology to solve unique client issues such as selling a business, navigating and funding retirement, or leaving a legacy. Andrew brings the team’s visibility to the DC and northern NJ regions, serving both existing and prospective clients.
He began his wealth management career during his sophomore year of college at Loyola University Maryland, when he was fortunate enough to secure an internship at Morgan Stanley in Washington DC. He excelled through their training program where he developed his client service, portfolio management, and planning-centric style. Andrew then spent five years at a nationally recognized Washington DC-based boutique wealth management group as an advisor, where he earned his Certified Financial Planner (CFP) certification and became the group’s main financial planner.
In his personal life, Andrew resides in Arlington, VA, and is a passionate golfer and sports fan (fun fact: Andrew played rugby at Loyola University Maryland). He is charitable as well, supporting the Loyola University Maryland Men’s Rugby Club, Feed the Hungry, Inc., and the Philippine Association of Metropolitan Washington Engineers (PAMWE).
