Andy is a native North Carolinian and has called Charlotte home since graduating from UNC at Charlotte in 1986. He has been blessed to enjoy a 25+ year career in the financial services industry.
None have been as fulfilling as his current role in helping individuals, families, and business owners enjoy the freedom that comes when their financial world is organized, balanced, protected, and focused. In his work, he focuses on the overall financial structure his clients have rather than any particular product or plan. He shows how the proper structure can help withstand economic volatility and unexpected life events while providing flexibility and control during his client's working years, in retirement, and in their legacy.
Andy holds the Series 7 and 66 securities licenses and is an Investment Advisory Representative. He is licensed to sell life, health and long term care insurance products in NC, SC, VA, GA, and IL.
Andy is further blessed to be married to his wife Amy. They have 2 children, Reid and Cayton, and live in Concord, NC. They are members of Crossroads Church in Concord. As a family, they enjoy time with friends and relatives, and escapes to the mountains whenever possible. Andy also enjoys traveling, football, and landscaping.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.