Andy specializes in taking a comprehensive approach to investment planning that includes retirement and estate planning, portfolio construction, risk management, as well as mortgage and banking services through our affiliate, Raymond James Bank.
Andy graduated from Mississippi State University with a Bachelor of Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He resides in Dallas, Texas, with his wife, Jeanie, and their two sons, Jackson and Parker. He is active in the YMCA coaching his son's sports, enjoys skiing, spending time at Cedar Creek Lake, hunting and traveling back to his native Mississippi for Ole Miss Sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.