Meet Our Team
Andy became a Certified Financial PlannerTM professional in 1995 and has also earned the designations of Charted Financial Consultant®, Retirement Income Certified Professional®, and Chartered Life Underwriter®.
With a special passion for retirement planning, Andy is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her goals and participating in the financial management process. One of the benefits of working with Andy is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Andy can provide is a roadmap to working toward a more confident financial future.
Located in the heart of Mint Hill, North Carolina for more than 20 years, Andy and his staff are dedicated to client care and providing a positive and engaging experience.
Andy is married to Lisa, has three adult children, and lives in the Mint Hill area.