Andrew joined IIM in August 2026 to assist with office operations and client support while studying to eventually fill a financial advisory role. Andrew received a bachelor’s degree in business administration with a focus on finance in 2020. He is a CFA Level II candidate within the rigorous Chartered Financial Analyst program. The CFA program is a globally recognized professional credential offered by the CFA Institute that certifies expertise in investment analysis, asset valuation and wealth management. Additionally, Andrew successfully passed the Series 65 examination (Uniform Investment Advisor Law Examination), granting him the ability to register as an Investment Advisor Representative.
Andrew’s work background includes experience in hospitality and government accounting, with specific experience in sales tax reporting, payroll and hospitality financial operations. Before working as an accountant, Andrew worked in the real estate sector as a licensed Realtor in South Carolina and Colorado, an executive assistant, and sales specialist.
Andrew moved to Durango in the summer of 2026 but previously lived in Telluride, Colorado for 5 years and Charleston, South Carolina for 3 years. In his free time, Andrew enjoys golfing, hiking, climbing, snowboarding, reading and spending time with his fiancée and 2 pets Katy and Sparrow.