Andy is a seasoned financial professional with a unique background in corporate finance, previously serving as a Controller for Volkswagen's US manufacturing facility and as a Material Planner for NASA's Artemis program. Armed with a Chartered Financial Analyst^® (CFA^®) designation, Andy possesses in-depth technical expertise in financial instruments and portfolio construction. His approach to financial advising is deeply rooted in several immutable principles: fostering trust, delivering unparalleled customer service, and maintaining rigorous standards of professional excellence. These guiding values underpin his daily interactions, positioning client needs as his foremost priority.

Residing in downtown Chattanooga with his wife and daughter, Andy balances his professional life with civic engagement. He currently serves as the Finance Committee Chair for Girls Inc. of Chattanooga, where he oversees the organization’s investment advisors and contributes to empowering young women to be strong, smart, and bold!