Andrew is the founder, president and Chief Compliance Officer for Triton Wealth Advisors and is responsible for managing the firm’s strategic visions, culture and service offerings. With his 15 years of business and financial industry experience, he advises a variety of individual, business and non-profit clients. Andrew draws on his extensive educational background and professional training to advise clients in investment, tax and estate planning. Additionally, with his entrepreneurial, financial and managerial background, Andrew specializes in complex case design. Some examples include complex transaction structuring, merger & acquisition consulting, business structure and tax planning.
Andrew began his career in 2003 as a financial advisor at AXA Advisors LLC. In 2006, he became an independent financial advisor and, with a partner, started his first firm, Oster Financial Group, LLC. Andrew completed his first practice acquisition in 2009 and in 2011, with a vision of creating a firm where clients could receive fiercely independent advice paired with the industry’s best resources and technology, Triton Wealth Advisors was born.
A sought-after advisor, Andrew has been elected to or served in a volunteer capacity on a number of boards including the Board of Advisors for the Department of Finance at the University of Oklahoma Price College of Business and the Board of Trustees for Oklahoma Council of Public Affairs. Additionally, Andrew received a letter of recognition from his fellow board members at the Oklahoma Teacher’s Retirement System for his service and expertise towards administering the largest pension fund in Oklahoma.
Andrew received both a BBA and MBA in finance from the University of Oklahoma. He also holds both the Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary™ (AIF®) designations and continues to pursue additional professional development at events and conferences around the country. Additionally, Andrew co-authored the book Plan of Action: Strategies to Help you Build and Preserve Wealth where he discusses specific challenges and planning opportunities for business owners.