Meet Andrew

Preparing for the next step in life isn’t always easy. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet both their current and future needs.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services that can be part of a comprehensive financial strategy and/or focus on a specific area of need. I am committed to building long-term relationships with my clients - helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I can help build financial freedom for those I work with.

Outside of work, you can find me on the golf course, serving in my local church, or volunteering with community organizations such as the First Tee of Greater Charlotte. In addition, I enjoy reading, tennis, and pickleball.