Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional and lead financial planner with a specialization in working with clients with equity compensation, young professionals, individuals nearing or at retirement, and special needs families. Andrew is dedicated to understanding the values and goals of clients through a customized approach that addresses the potential challenges and opportunities while also helping them live their most fulfilling lives.
Within the financial planning profession, Andrew is an active member with the National Association of Personal Financial Advisors (NAPFA) and served as the national chair of NAPFA Genesis from 2015 to 2016. He has also served as a volunteer and board member for various non-profit organizations including Leadership Greater Huntsville, the Southeastern Rett Syndrome Alliance, the ELCA Southeastern Synod Finance Committee, and the Huntsville Hospital Development Council. In 2021, Andrew received the Jack Davis Professional Achievement Award from the University of Alabama given to alumni for their professional accomplishments.
Andrew lives in Nashville with his wife, Kristin, and their two children. In his spare time, Andrew enjoys watching as much live music as he can as well as travel, cooking, mixology, reading, and playing golf and hockey.

Education & Professional Designations
University of Alabama – B.S. in Education
University of Alabama – M.S. in Financial Planning
FPA Residency
NAPFA Residency
CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Estate Planner
NAPFA-Registered Financial Advisor
Awards & Recognition
2021 Jack Davis Professional Achievement Award
Leadership & Community Involvement
Brentwood Morning Rotary Club
Member of Monroe Carell Children’s Hospital Patient and Family Advisory Council
Leadership Brentwood – Class of 2025
Leadership Greater Huntsville – Connect Class 17
Past Leadership
Member of Board of Directors for Leadership Greater Huntsville (2020-2022)
Steering Committee Chair for Leadership Greater Huntsville Connect Class 22 (2019-2020)
Steering Committee Vice-Chair for Former Leadership Greater Huntsville Connect Class 21 (2018-2019)
Project Coordinator for Leadership Greater Huntsville Connect Classes 19 and 20 (2016-2018)
Member of ELCA Southeastern Synod Budget & Finance Committee (2018-2021)
Board Member of Southeastern Rett Syndrome Alliance (2015-2017)
National Chair of NAPFA Genesis (2015-2016)
Memberships
National Association of Personal Financial Advisors (NAPFA)
Williamson County Chamber








