Co-Founder, Principal & Wealth Advisor

With an extensive background in financial planning, Andrew enjoys helping clients navigate the many aspects of their financial lives. Previously, Andrew worked as a financial advisor for UBS Financial Services, Inc., where he spent several years engaging with high-net-worth and ultra high-net-worth families in the areas of financial planning, investment management and estate strategy.

As a CERTIFIED FINANCIAL PLANNER® professional, Andrew serves in a fiduciary capacity to provide clients with only the most suitable guidance and advice. He earned his Bachelor of Arts from the University of Tennessee, holds the Series 7 & 66 licenses and is licensed in TN for Life & Health Insurance. He also holds the Accredited Wealth Management Advisor® designation.

Andrew lives in Germantown, Tennessee with his wife, Taylor, and daughter. In his spare time he enjoys serving on the NexGen Council for the Madonna Learning Center, the committee for the Memphis Chapter of the Delta Waterfowl Foundation as well as a volunteer for the annual Christmas drive for children in the Orange Mound community.