Andy truly enjoys working with clients to realize their financial goals. Coming from a diverse background in technology, customer experience and finance, has enabled Andy to understand client's needs and realize unique solutions to issues that arise in current market environments. He is a co-manager of the Stevanovic Metz Group Research Team which is responsible for the portfolio management, market research, development, day-to-day analytics, and implementation of the team's investment strategies.
Andy believes community service and giving back to society is important. He is a current member of the Texas Army National Guard and has been serving since 2010. Andy has been deployed to numerous areas in Texas and Massachusetts during emergencies to assist law enforcement and to help civilians. He also plays music with the military for community outreach and ceremonies. You may see him playing in various venues around Texas.
Andy believes that risk management and solid planning are the foundations to meeting financial goals. Andy enjoys learning and continues to educate himself on the latest ways to help clients achieve their financial goals. He is currently working towards his CFA® designation which covers topics in investment, business, and financial analysis.