About Andrew

Andrew is a North Carolina native and currently lives in Garner with his wife, Devon and their chocolate lab, Lucy. He is an avid outdoor enthusiast and enjoys hunting, fishing and golf. Andrew spends a great deal of time on the Grand Strand, where he enjoys surfing and being with his family. Andrew is a NC State Alumni and a supporter of Wolfpack athletics.

He values improving and supporting the local community and enjoys giving back to the community whenever possible. Andrew has served as a co-partner at Step Up Ministry since 2009 and is a member of Step Up's Board of Directors. Andrew is an active member of Garner United Methodist Church.





  • Best money saving tip:  “Buy clothing on sale, always wait for the ‘end of season’ or daily promotion sale.  I buy a lot of suits and accessories and have never paid full price.  It’s all about timing, impulse shopping or buying because you need it NOW, usually means you overpay.”
  • Quote to live by:  “Romans 12:12;  be joyful in hope, patient in affliction and faithful in prayer”
  • Best vacation:  “I really enjoy the Caribbean, my wife and I have been fortunate to spend time at St. Thomas & St. John in the US Virgin Islands.  It is absolutely beautiful, and warm!”
  • Favorite Pro Sports Team: “Atlanta Braves, lifelong – no matter how bad they are”
  • If you weren’t a Financial Advisor, what’s a dream job: “Baseball manager, charter boat captain, probably something with an outdoor office.  Or even a produce farmer, selling at a road-side produce stand, that’d be rewarding for sure.”

Collaboration is the key to helping our clients achieve their personal, family, and financial goals. The combined experience of the individuals brings a wide breadth of knowledge that helps protect, preserve, and grow what is important to those who depend on us for advice.  Our team is committed to empowering our clients through passion, empathy, and a fiduciary-based approach.