Andy has been a Financial Advisor since 1998, helping clients plan and implement customized strategies designed to help them realize their financial goals.

He is a Certified Investment Management Analyst (CIMA), a certification recognized as the only financial services credential in the United States to have met an international standard for personnel certification (ISO 17024) and has earned accreditation by American Standards Institute. He attended the Wharton School of Business in 2005 as part of the certification process.

Andy currently holds the Series 7, Series 9, Series 10, Series 31, Series 63 and Series 65 licenses.

Andy was born and raised in England, and studied economics and business at Barton Peveril College before moving to the United States in 1985. He married Amie in 1987 and they have two sons.

He is a soccer fanatic and has been know to return to England for the weekend to attend games.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.