Andrew Nguyen, CFP^®

Andrew has been with the Company for almost eleven years and plays a central role in its financial planning and client service. He is involved in nearly every client relationship, supporting day-to-day service needs, and working closely with advisors as they develop and refine planning strategies and .

Andrew focuses on the analytical side of the planning process, including retirement income modeling, tax analysis, and scenario planning. He brings a methodical, detail-oriented approach to complex planning questions.

“Financial planning interests me because it requires different ways of thinking to find the right solution for each client,” he says. “I enjoy working through the options when the answer isn’t obvious.”

Andrew immigrated to the United States from Vietnam with his parents and older sister when he was eight months old. He earned his bachelor’s degree in finance from Virginia Tech and holds the CFP® designation.

Outside of work, he enjoys photography, cooking, and playing guitar. He’s also an avid chess player.