Andrew is one of the firms lead financial advisors and a Certified Financial Planner®. He is actively involved in the management and oversight of client relationships where he primarily focuses on assisting clients in the development and implementation of comprehensive financial plans. Andrew has specific expertise in asset location strategies, tax planning efficiency, advanced estate planning techniques, and investment allocation and implementation. He is also a member of the firm’s Investment Committee.
Andrew received his undergraduate degree from the University of North Carolina and went on to earn his MBA from Ohio University. Originally a native of Cary, NC, Andrew and his wife Allison have three daughters and call Greensboro home.
To contact Andrew you can email him at firstname.lastname@example.org.