Our Team

Andrew began his career in 1983 in the business and life insurance sector, building a foundation in helping clients secure their financial futures. In 1998, he transitioned to financial services with New England Financial, where he honed his expertise in wealth management. By 2018, he joined LPL Financial, continuing his mission to help clients achieve their financial goals. With a background in Business and Communications from both the University of Florida and Florida State University, he brings a well-rounded perspective to his work.

To better serve his clients, Andrew founded Sunstone Wealth Management, gaining full autonomy over how he delivers financial advice. This transition allowed him to prioritize a fee-based approach over commission-based models, ensuring that client interests always come first. The firm’s name, inspired by the Viking "Sunstone"—a legendary navigation tool used to find direction even in stormy conditions—symbolizes his dedication to guiding clients through the complexities of financial markets.

His approach to financial advising is rooted in transforming aspirations into actionable goals. By taking the time to understand each client’s unique personal and familial circumstances, he crafts flexible plans that adapt to life’s changes. Long-term, trust-based relationships and a collaborative, team-oriented process are central to his philosophy. Staying informed through daily research and tracking current events allows him to provide timely, well-informed advice.

Beyond his professional life, he enjoys spending quality time with his wife, Cindy, and their dog, Beaumont. Family is a top priority, and he cherishes time spent with his sons, Travis and Sean, and their families. A lover of history and biographies, he finds inspiration in these books. Together with Cindy, he supports several charitable organizations, including the American Diabetes Association, and Alzheimer’s Research, reflecting a shared commitment to meaningful causes.

With a blend of expertise, dedication, and a personalized approach, he provides thoughtful guidance tailored to each client’s unique financial needs.

Kevin brings over thirty years of expertise in the financial services industry. He studied finance and economics at the University of Maryland (European campus) while stationed overseas during his eight years of service in the United States Air Force. This experience built the foundation of his passion for service and directly influenced his career in finance. After his military service, Kevin entered the financial services industry and worked with firms across the country, elevating the development of his skills and knowledge before joining LPL Financial. Kevin holds Series 7, 63, and 65 licenses, as well as insurance licenses, allowing him to address a wide range of financial advisory needs.

Kevin's financial philosophy is deeply personal, recognizing that each client's goals and dreams are unique. He specializes in personalized financial, estate, and retirement planning, focusing on investment strategy and comprehensive wealth management to align with his clients' specific objectives. His mission is to ensure that every client feels confident and secure about their financial future. By listening closely to their current situations and aspirations, Kevin uses his extensive experience navigating major market shifts to deliver tailored planning services.

The highlight of Kevin's work is forging lifelong relationships with his clients and their families. This dedication has earned him recognition from clients and colleagues alike, who describe him as compassionate and deeply committed to their financial well-being.

Outside of work, Kevin is passionately involved in volunteering with local charities, including Team Rubicon in disaster relief efforts. He also enjoys hobbies such as golf, sport fishing in the Bahamas and Florida Keys, and spending quality time with his wife, Tanya, their three children and two grandchildren. This blend of professional commitment and rich personal life shapes Kevin's approach to financial advising—one rooted in genuine care, comprehensive strategy, and a steadfast commitment to his clients' futures.