Andrew
Owner/Advisor
Andrew grew up in Culpeper, Virginia, before moving to Richmond to build a different kind of retirement planning practice. What drew him to this work wasn’t a spreadsheet, it was watching, firsthand, what a lack of planning did to a family member in retirement, and to the family around them.
That’s shaped how he approaches every client relationship since: retirement planning isn’t just about the account balance, it’s about protecting the people who depend on you. Outside the office, Andrew trains in Brazilian Jiu-Jitsu and Muay Thai, plays guitar, and spends his downtime with his family and his two American Bullies.
Tyler
Paraplanner
Tyler brings a sharp analytical mindset and a genuine passion for client success to Crosswinds Financial. As a proud Virginia Tech graduate with a BS in Finance, Tyler spent two years in commercial credit specializing in credit underwriting before transitioning into financial advising over a year ago.
For Tyler, wealth management is the perfect intersection of his two biggest passions: the intricacies of investments and the reward of helping others achieve their goals. When he’s not crafting financial strategies, Tyler stays active outdoors—whether he’s snowboarding, playing basketball, hiking, or simply making memories with friends and family.
Our Mission, Vision, & Values:
Our Mission
“To deliver tailored financial strategies that secure a stable, lasting retirement for every client we serve.”
Our Vision
“To redefine the retirement experience by empowering families to build, protect, and enjoy a lasting financial legacy.”
Our Values
- Client-First Focus: Your values and goals are our utmost priority and that’s why here at Crosswinds Financial, we’re focused on you.
- Integrity & Trust: Integrity and trust are the foundation of everything we do. We believe trust is earned through unwavering integrity, and we build long-lasting relationships by keeping our promises, doing the right thing in every situation, and communicating with complete honesty every step of the way.
- Clarity: Confidence comes from understanding. That’s why we prioritize clear, open communication, ensuring you always know where you stand and where your future is headed.
- Commitment: We strive to build strong, lasting relationships with our clients, our community, and each other—and we are dedicated to supporting those connections through every step of our process. • Accountability: Our continuous process of reviewing and refining our strategies allows us to hold ourselves to the highest standards—consistently making retirement a breeze for every client.
Book a Clarity Session:
A plan built around your whole life, not just your portfolio.
You’ll work with an advisor who knows your name and your goals, not just your account number. Together we look at the whole picture: investments, taxes, health costs, income, and what you leave behind. We walk through it step by step, in plain language, until you know exactly where you stand.