After graduating from the University of North Carolina at Charlotte with a BSBA in Finance, Risk management and Insurance, Andrew concentrated his efforts to find a way to make a difference. Andrew joined CP to capitalize the opportunity to help businesses and families grow and protect what they have worked so hard to build.
The scope of Andrew's business is to build client relationships that provide opportunities for business owners and individuals to achieve their financial goals. By meeting clients wherever they are on their current plan, Andrew is able to provide guidance and strategies to improve efficiencies, increase cash flows, and design strategies around the client’s long term vision.
As a student of this profession, Andrew continues to build his knowledge and experience in the areas of business continuity, business planning, accumulation, retirement and estate planning. He has actively pursued education and hands on experience to develop his expertise; holds Series 7 and 66 securities registrations; as well as Life and Health and Long Term Care insurance licenses.
Andrew and his wife Miranda, a local Pediatrician, live in the Cotswold neighborhood and take every opportunity to be outside with their dogs and helping others in their community. They are active members at Ridge Church in Matthews.
Registered Representative and Financial Advisor of Park Avenue Securities . Financial Representative of Guardian.