About Andrew

Andrew Wagnon is a tax senior manager in RSM US LLP’s ultra high net worth practice, focusing on consulting and compliance services for families, trusts, estates, business owners and family offices.

Experience

Andrew has more than 15 years of experience serving ultrahigh net worth families in the public accounting and legal fields. He works with clients across the country to deliver tailored and comprehensive solutions to achieve their tax, estate, business and charitable goals. Andrew draws from his experience as an attorney and an accountant to deliver a unique perspective on complex tax and estate planning matters.

Andrew grew up on a cattle ranch in Oklahoma, his family’s business since 1939. There he discovered his passion for accounting and business succession planning.

Professional affiliations and designations

• State Bar of Texas
• Houston Business and Estate Planning Council
• Houston Estate and Financial Forum

Education

• Juris Doctor, South Texas College of Law Houston
• Bachelor of Business Administration, accounting, University of Oklahoma