Wealth Management Advisor
Andy is a Financial Planner and Advisor with SFG and brings more than 12 years of industry experience to the team. He is also an associate member of SFG’s Investment Committee. His background includes: serving clients as a lead advisor; leading the Investment Committee of a $375 million New York-based Registered Investment Advisory (RIA) firm; performing thorough economic, market, and investment research as the Vice President of Investment Research; and writing monthly client newsletters. Andy has a passion for all things economics, with a particular interest in how demographics, innovation, and human behavior collide. Andy’s current focus will be developing financial plans and working with clients to chart a path to financial success.
BS – Financial Economics, Binghamton University
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My wife, Elise, and our three boys are the joy of my life. We enjoy traveling in our free time and any outdoor activity – especially if it involves a rod and a reel. I am a passionate Boston Red Sox and Minnesota Vikings fan, but enjoy all sports. Being new to North Carolina, we look forward to exploring the many great opportunities and adventures the state has to offer.