Andrew has more than a decade of experience in fiduciary, estate and gift taxation, as well as estate and trust administration, with specialized experience in estate and gift tax regulations governing trust and estate accounting and tax compliance. He assists his clients in preparing estate, gift, individual income and fiduciary income tax returns. In his role as a trust officer, he works with a broad range of clients helping to meet their financial needs regarding trusts. Andrew joined Wealth Enhancement Trust Services in 2021 through the SVA Trust Company, LLC acquisition.
- BA, University of Wisconsin
- Certified Trust and Financial Advisor