Andrew Taylor is an Asset Transfer Specialist at Matson Money, where he expertly navigates complex financial landscapes to optimize asset allocation for high-net-worth clients. Andrew has a proven track record of enhancing portfolio performance through strategic asset transfers and innovative investment solutions. His keen analytical skills and commitment to client success have made him a trusted partner and a pivotal figure in driving Matson Money's growth. Outside of work, Andrew is passionate about learning and being active.More...
Cody Zindler
Founder@STUDIOi
Verified
STUDIOi is a boutique consulting firm dedicated to coaching small businesses in areas that matter to them, ultimately empowering them to fulfill on their purpose. STUIDOi was founded as an extension of my life’s work of over 20 years in the investment world where I trained and developed independent financial advisors to grow their businesses. Now, I assist clients in many business types by creating an environment of accountability through coaching.More...