Andrew’s clients know that they can expect professional, reliable financial planning, designed specifically around their life goals. His years of experience, and the unbiased and objective planning advice he provides, help Andrew’s clients feel comfortable and confident.
Originally from New Smyrna Beach, Andrew moved to Orlando to attend the University of Central Florida, and is a proud UCF Alum. Committed to supporting the local Central Florida community, Andrew volunteers his time with the United Way and the Second Harvest Food Bank.
- CERTIFIED FINANCIAL PLANNERTM
- Chartered Retirement Planning CounselorSM
- Series 7 and 66 licenses
- Life, Health, and Variable Annuity licenses
- BA Political Science/International Relations & BA Public Administration, University of Central Florida
- Registered to conduct Securities Business in the following states: FL, GA, MT
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.