Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional and financial planner on Longview’s Financial Planning Team. A visionary at heart, Andrew loves working with clients to understand their values and dreams and then piecing together a plan that will help them live a fulfilling life.
He is an active member of the National Association of Personal Financial Advisors (NAPFA) and served as the national chair of NAPFA Genesis from 2015 to 2016. Andrew is active within Leadership Greater Huntsville’s Connect program – an annual program designed for emerging leaders that aims to educate and engage within the growing community. Since graduating from Connect 17 in 2015 he has served as a volunteer every year since and currently serves as the Program Chair for Connect 22.
Andrew grew up in Bluff Park area of Birmingham, and while he does miss eating at Milo’s pretty much every day, he is happy and proud to call Huntsville home along with his wife Kristin, daughter Emma, son Liam, and pyrador, Briggs. He is passionate about traveling and the experience and education it brings, as well as live music and India Pale Ales. While it is easy for him to cheer for his alma mater on Saturdays (Roll Tide!), he is also humbled by the fact that he is also a lifelong fan of the four major sports teams from Detroit.
- Education
- Master of Science – Human Environmental Science with an emphasis in Financial Planning – University of Alabama
- Bachelor of Science in Education – University of Alabama
- NAPFA Residency & FPA Residency
- Credentials & Professional Affiliations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- ACCREDITED ESTATE PLANNER® (AEP®)
- NAPFA Registered Financial Advisor (NRFA)
- Financial Planning Association (FPA) Member
- National Association of Estate Planners & Councils (NAEPC)
- Community Involvement
- Leadership Greater Huntsville (Board of Directors)
- Financial and Estate Planning Council of Huntsville
- ELCA Southeastern Synod Finance Committee
- QUICK LINKS
- CLIENT VAULT
- CONTACT