Andy has been in the Financial Services industry for 30 years with a specialty of working with Business Owners. Andy has a unique ability that maximizes the overall benefits of Business Planning for the clients we work with, its owner(s), and its key employees. Through his continued efforts to grow and service his clients, Andy has earned and maintains the designations of Certified Exit Planner (CExP) from the Business Enterprise Institute and Retirement Income Certified Professional (RICP®) from The American College.
A native North Carolinian he has called the Charlotte Region home since graduating from UNC at Charlotte in 1986. Andy holds the Series 7 and 66 securities licenses and is an Investment Advisor Representative. He is licensed to sell life, health and long term care insurance products. Andy lives in Concord, NC and is blessed to be married to his wife Amy with whom he has 2 children, Reid and Cayton. As a family, they enjoy time with friends and relatives, and escapes to the mountains whenever possible.
Registered Representative and Investment Advisor of Park Avenue Securities, Financial Representative of Guardian