Meet The Team

Andrew creates plans that put the client first. From the initial consultations to regular checkups during retirement, it’s the goal of Andrew and his team to provide the guidance, resources and friendship clients need to retire with confidence.

Andrew’s interest in finance began long before he entered the industry. At 18, he earned his insurance license and soon followed that up by passing the Series 7 and Series 63 securities exams. After graduation, he worked at his father’s financial planning firm, where he honed his technical skills and developed a clear understanding of the unique challenges faced by today’s retirees.

Later, when he founded his own firm, Andrew used his experience and empathy to create a planning experience that prioritized the needs, dreams and concerns of each retiree above everything else, including his firm’s profits.

As an experienced financial professional, Andrew makes it his duty to give each client the personal attention they need to succeed. From encouraging personal calls to digging into the details of each client’s ideal retirement lifestyle, Andrew is dedicated to being more than just an advisor; he strives to be a friend. Andrew will walk through your financial situation with you and guide you in choosing the path that is in your best interest and because of this has received the Dave Ramsey SmartVestor Agent designation.

Andrew graduated from the University of Mississippi with a bachelor’s degree. In his free time, he loves being with his wife, Erin, and their children, Michael and Jacob. He also likes to participate in his local church, cook, travel and watch all things Disney. Andrew and Erin are also certified barbecue judges!