Vice President | Regional Branch Manager

Currently serving as the Regional Branch Manager for LPL Financial and Pence Wealth Management, Andrew brings a wealth of experience and expertise to his role.

Having commenced his journey in 2011, Andrew owns a solid foundation within the industry. He holds FINRA Series 7, 66, and 9 & 10 registrations through LPL Financial, coupled with the esteemed Certified Financial Planner® designation. He holds a bachelor’s degree in business management from the University of Phoenix.

Andrew’s enthusiasm lies in fostering collaborative partnerships with Financial Advisors, championing a culture of exceptional service and support to elevate the client experience. Drawing from his rich professional history, which includes his tenure as a Financial Advisor and Consumer Investment Market Leader at Merrill Lynch Wealth Management, he brings a wealth of knowledge in overseeing operational excellence and advisor retention.

With a track record of working with many Financial Advisors, high net worth individuals, and private clients, Andrew is well-equipped to navigate the complexities of the financial services industry. His unwavering dedication to the success of his team, aligning with their goals and fostering their future achievements, underscores his commitment to driving excellence within the firm.

When he’s not immersed in the world of finance, Andrew cherishes moments spent with his cherished family – his wife and three children. Balancing his professional ambitions with his personal life underscores his commitment to holistic success.

Pence Wealth Management, Inc. (“PWM”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and securities and investment advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of March 31, 2024, the total assets serviced by PWM through LPL Financial consist of over $1.83 billion in advisory and $166.6 million in brokerage assets.

PWM and LPL Financial are separate entities.


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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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