Andy has been a financial advisor for over ten years, specializing in financial planning for individuals and small business owners. Prior to earning his CERTIFIED FINANCIAL PLANNERTM designation in 2000, Andy spent six years in public accounting as a Certified Public Accountant (CPA). Drawing on this unique background and understanding of both industries, provides the opportunity for Andy to better serve his clients. A graduate of Auburn University, Andy has a passion for learning and has gone on to earn his Personal Financial Specialist(PFS) designation from the American Institute of Certified Public Accountants, as well as, his Series 7 and 66 securities registrations to offer General Securities and Mutual Funds. Also, Andy is licensed to offer Insurance Products such as Life Insurance, Long Term Disability & Long Term Care.
Andy is an active member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants and is a volunteer board member of the Greystone YMCA in Birmingham, Alabama. Andy and his wife, Gina, have been married 13 years and have one daughter, Lindy. Andy and Gina enjoy spending time with family and friends.
Professional Mission Statement
To help improve and enhance the lives of my clients, by providing the highest level of professional competence, integrity, and trust. Assisting each client to pursue financial goals and objectives through listening and implementing a strategic plan specifically for them.