Dope CFO Wealth Management
At Dope CFO Wealth Management, comprehensive financial planning is more than a service — it’s our mission. I’ve proudly worked in the financial and client service industries since 2004, always in a client-facing capacity.
Over the course of my career, I’ve had the privilege of working with a wide range of clients — from individuals opening their first retirement accounts to ultra-high-net-worth families featured among the Forbes wealthiest. My experience supporting multi-disciplinary family office teams, built exclusively to manage the complexities of generational wealth, shaped the approach we now bring to our clients. Traditionally reserved for those with over $100 million in assets, these offices offer strategic collaboration across investment management, tax, estate, business, and risk planning. At Dope CFO Wealth Management, we emulate that model by integrating with each client’s team of professionals to deliver a coordinated planning experience.
My background includes advanced credentials in financial planning, tax, and investment strategy, along with nearly two decades of experience working with families and business owners. Whether advising on portfolio strategy, real estate, business succession, or retirement income planning, I place the highest value on relationships, trust, and results. Our work is built around one goal: helping clients gain clarity and confidence on their path to financial independence.
I earned a dual bachelor’s degree in Economics and Political Science from the University of Massachusetts Amherst, and maintain active registrations and licensure in investment and tax advisory.
I live with my wife, Emily, and our two children. Outside of work, I’m a passionate Boston sports fan, enjoy staying active, gardening, and spending quality time with family and friends.
With broad experience providing executive leadership and business counsel to companies across industries including retail, manufacturing, energy, medical/bio and tech, Andrew founded DOPE CFO Certified Advisors and has built a national cannabis accounting/bookkeeping and tax training program to help students in all 50 states unlock a new world of clients, empowering them to start their own practices and create a stream of wealth for themselves in the newly developed Cannabis and CBD/Hemp industry.
Andrew was runner up for Portland Business Journal's CFO of the Year in 2017, making him the first cannabis CFO to ever be nominated. He has served in Big 4 including PriceWaterhouseCoopers, as well as the winner of the 1995 Gold Medal Award for the highest score on the CPA exam.
He is an expert in cannabis startups, CFO services, turnaround and high-growth strategies, capital sourcing, mergers, exits, and wealth protection. Andrew is also a member of the AICPA Cannabis Industry Conference Planning Committee.