Andrew specializes in working with professional teams to assist clients in developing unique tax-saving strategies. As a nationally recognized expert, Andrew provides training for CPAs and Attorneys on Structured Installment Sale strategies and Qualified and Non-Qualified retirement planning. He has been called upon to work with owners and companies around the country to design and implement cutting edge solutions for their firms.
Andrew was born and raised in the San Francisco Bay Area and graduated from San Francisco State University. He has four children and two grandchildren, and he currently resides with his wife Carrie in Modesto, CA. They enjoy traveling and exploring the world together, love all things Disney, and share a passion for children with special needs.