Portrait of Andy Buck

Andy Buck

Manager of Data & Analytics

Based in San Diego, Andy turns firm data into practical reporting, insights, and process improvements that support better decisions across departments.

Ways to Connect

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As a Manager of Data & Analytics, Andy leads the development and execution of data-driven strategies that support informed decision-making across the firm. He is responsible for transforming complex data into clear, actionable insights that enhance business performance and drive strategic initiatives.
Andy is passionate about fostering a data-driven culture and leveraging innovative tools and technologies to uncover insights, streamline processes, and support long-term growth.

I love being a data professional because every answer starts with asking the right question. The real challenge (and fun) is in framing those questions well, then designing solutions that are resilient, scalable, and built to grow with the company. Each answer becomes a foundation for deeper analysis, revealing new questions to explore.

—Andy Buck, Manager of Data & Analytics

Professional Background

Andrew began his career in the healthcare field, quickly pivoting from a role as a cardiology technician to being responsible for the data and reporting functions of a multi-state chain of diagnostic testing centers. Since then, he has continued to develop his data expertise in a variety of roles working as a data analyst, data scientist, and data engineer.

Personal Pursuits

Andy is passionate about taking advantage of San Diego’s climate with his family, and can often be found hiking, biking, or paddling with his wife and daughter. He also competes in sailing regattas year round.

Community Impact

Andy is an active part of his community’s volunteer groups, whether that’s organizing events at his daughter’s elementary school or participating in park cleanups with neighbors.

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Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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