About
Andrew is a Vice President and Senior Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services in Spokane. Also an attorney, his responsibilities include consulting with individual clients and trust relationships on current estate, tax, and financial planning strategies.
Andrew partners closely with clients and their existing legal and tax advisors to provide comprehensive estate and financial planning advice in conjunction with investment management strategies. He also advises trust beneficiaries in budgeting and planning for financial needs and goals in accordance with their individual circumstances. In addition, Andrew consults on estate tax planning and income tax compliance matters for trusts and estates.
Prior to Washington Trust, Andrew worked as an attorney in private practice with an emphasis on estate and business planning. In that practice, he assisted clients in establishing wills, trusts, and various estate planning documents and strategies, and provided advice related to entity formation and business transactions.
Advisory Expertise
- Trust and Estate Administration
- Relationship Management
Professional Affiliations
- Washington State Bar Association Real Property, Probate & Trust Section
- Spokane County Bar Association
- Spokane Estate Planning Council – President
- Spokane Public Library Foundation – Board Member
- National Association of Estate Planners & Councils Accredited Estate Planner® Designee
- American Bankers Association – Emerging Leaders Council
- Washington Bankers Association – Emerging Leaders Committee
Education
- JD, Gonzaga University School of Law
- LL.M. Taxation, University of Washington School of Law
- BA, Stanford University
