Andrew Velasquez, Director of Case Design & Analytics
Drew provides assistance in life insurance case design and analysis focusing on the “High Net Worth” client base. He began his career in public accounting in Seattle Washington and specialized in the issues that affect ownership transition, value realization management and structure of closely held businesses.
To expand his experience in this area he joined an M Financial Member firm where he began focusing on evaluating options to preserve client’s assets. This led to developing his life insurance analysis and case design strategies targeting the needs of high net worth clients. He has spent the last 22 years affiliated with M Financial member firms and has developed intimate relationships with insurance carriers, evaluated and worked on techniques utilizing various forms and structures of insurance products and designs. The primary focus being their proper application to clients’ business or personal need.
Drew holds a Bachelors of Business Administration in Accounting from the University of New Mexico. Drew lives in Southern California with his wife and daughter and enjoys all of the lifestyle elements that Southern California offers him and his family.