As a principal at CD Wealth Management, Andy operates with the belief that trust, communication and superior customer service are the foundation of success at our firm. With a degree in finance and economics from the University of Texas at Austin, Andy began his career in the restaurant business at Brinker International, where he helped create and launch a new restaurant concept. He then joined an entrepreneurial start-up and, after earning his MBA from Southern Methodist University, worked in the private wealth management sector at Donaldson Lufkin Jenrette/Credit Suisse First Boston in New York and Dallas.
He joined Waldman Bros in 2004 and was Scott Cohen’s first hire at CD Wealth Management.
Andy’s broad range of experience allows him the vision and perspective to see the big picture from many different financial angles. Andy loves interacting with his clients and helping them achieve their lifetime goals. His deep knowledge, integrity and hardworking nature allows these relationships to prosper.
Andy is dedicated to supporting his community; he is a past chairman of the board at the Dallas Jewish Community Foundation and the Southwest Community Foundation. Andy enjoys sports (especially golf), reading and word puzzles. He loves to spend time with his wife and two sons.
“So many circumstances can change throughout a client’s life, but my approach to helping them never does. I love building a plan that meets their needs, and then I work to keep them on track to reach their goals.”
Specialties: As Chief Investment Officer for CD Wealth Management, Andy oversees the firm’s investment operations.
Certifications: Certified Financial Planner™, Certified Private Wealth Advisor, Chartered Advisor in Philanthropy®
- Article: What You Should Do If You Gain Sudden Wealth
- Article: The Importance of Liquidity
- Case study: The Golden Handcuffs
Education: University of Texas at Austin — BBA Finance, Economics and Accounting; Southern Methodist University — MBA
Check Andy’s background on FINRA’s BrokerCheck.