Andy has 25 years of experience in providing tax services to ultra high net worth individuals, family offices, corporate executives, and owner-operated businesses. He is a Tax Partner at PwC, one of the leading global professional services firms, where he leads a team of tax professionals in the Personal Financial Services practice in Houston.He is a Certified Public Accountant, a Certified Financial Planner, and a Trust and Estate Practitioner, demonstrating his extensive knowledge and skills in income, estate, and gift tax compliance and planning. He is passionate about helping his clients optimize their tax strategies, preserve their wealth, and achieve their financial goals. He also leverages his network and expertise to contribute to the tax community and the profession. Andy is an active member of the Houston Estate and Financial Forum, and he currently serves as Chair of STEP Texas, a branch of the worldwide organization, Society of Trust and Estate Practitioners. Additionally, Andy is a member of the STEP USA Board of Directors.