Andrew serves as a Client Services Specialist at 1900 Wealth Management, supporting the Operations and Advisor teams by ensuring a seamless onboarding experience and delivering high-quality client service. He assists with daily administrative functions and ongoing support for both clients and advisors. His strong technical skills and precision-oriented approach enhance the firm’s operational efficiency and client experience.
Before joining 1900 Wealth Management, Andrew worked as a tax professional and tax associate across multiple firms, where he supported high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and trusts. His experience includes preparing complex federal and state tax returns, establishing business entities, conducting financial analysis, managing international tax considerations, and maintaining compliance with evolving tax regulations. Andrew’s background gives him deep familiarity with financial statements, account reconciliation, and client communication — all of which strengthen his contributions to the firm’s operations team.
Andrew earned a Bachelor of Business Administration in Finance from The University of Texas at San Antonio and an Associate of Business Administration from Palo Alto Community College. He is fluent in Portuguese and conversational in Spanish, further enhancing his ability to support diverse client needs.
Experience & History
- Tax Professional – Pro Tax Plus
- Tax Associate – Almanza CPA
- Tax Associate – Southern Wealth Management
- Bachelor of Business Administration in Finance – The University of Texas at San Antonio
- Associate of Business Administration – Palo Alto Community College