Andy is the CEO and President of Altere Financial, LLC. He has earned professional designations as a Certified Financial Planner™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST®. Andy holds the Series 4,7,24 and 66 securities licenses with LPL Financial.
In 2003, Andy started his career with UBS Painwebber where he was a part of the Corporate Benefits Stock Consulting team based out of Houston, Texas. Later in his career, Andy served as a Branch Analyst at the River Oaks branch in Houston, Texas.
Andy has also held key roles at various independent investment firms. He was the Director of Client Services and Research for a Houston-based Registered Investment Advisor (RIA) as well as Director of Asset Management for an independent broker-dealer. While employed at the broker-dealer, he served in a supervisory role to oversee brokers who were authorized to trade options for their clients on a discretionary basis.
More recently, Andy partnered with a CPA firm, Hill, Long and Co., in 2016 to help form HLG Wealth Management. Hill, Long and Co. was eventually acquired by Carr, Riggs and Ingram (CRI), where Andy was then employed as the Houston Business Unit Leader within CRI's subsidiary wealth management firm.
It was this last stop in Andy's corporate career where he found his passion for working alongside CPAs and estate attorneys. He established Altere Financial, LLC to bridge the communication gap between the specialists who are a part of a client's wealth management team.
Andy earned his Bachelor of Arts degree from the University of Notre Dame and his MBA from Houston Christian University.