Andy provides advice and implementation strategies for wealth accumulation and preservation. His clientele includes professionals, individuals and business owners. He accomplishes his clients’ financial objectives through business succession, estate, investment and retirement planning utilizing sophisticated tax reduction strategies.
Andy received a Bachelor of Science in Marketing Management from Western Governors University. He maintains the professional and educational requirements for the designations: Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He holds securities and insurance licenses in many states.
He is a current member of the Westerville Area Chamber of Commerce as well as the Financial Planning Association. In the past, he has been involved in a number of civic and social organizations. These include Westerville Education Foundation-Past President, The Westerville Chamber Foundation-Past President, Toastmasters International–Past Treasurer, and Rotary Club of Westerville-Former Board Member. Andy is married and resides in Westerville.