Andrew joined Note Advisors in 2026 as our Tax & Financial Planning Associate, where he supports the firm’s development and growth of tax planning, preparation, and compliance services while also supporting our financial advisors as he works toward becoming a Certified Financial Planner (CFP ®).

Originally from Raynham, MA (just outside Boston), Andrew earned both his bachelor’s degree in Accounting and his MBA from St. Bonaventure University and is a licensed Certified Public Accountant. Before joining Note, Andrew worked in Assurance at a Big 4 accounting firm, where he gained experience in both the Boston and Buffalo offices.

Andrew is passionate about continuous learning, professional development, and helping others work toward their financial goals. Outside of work, he enjoys spending time with family and friends, exercising, golfing, reading, and cheering on his hometown sports teams.