The Professional Me
Andrew joined the Planned Financial Services team in 2022, with a strong background in financial services technology, client relations and business solutions. As a client liaison, Andrew is committed to ensuring a consistently exceptional experience from new client onboarding to ongoing client account servicing and support. He collaborates with the firm’s wealth advisors as part of a team that is focused on exceeding client expectations through the delivery of timely, relevant and proactive services, with advice tailored to each client’s specific needs and preferences.
Before joining Planned Financial Services, he was a Dedicated Operations Specialist for Fisher Investments, a global independent advisory firm with offices in Tampa, Florida, and throughout the United States. He provided advanced technical and operational support to the firm’s International and Private Client Group clients and advisors. Andrew began his financial services career in 2018 where he took on progressively challenging roles at firms in Athens and Atlanta, Georgia, in areas including technology solutions, operational controls, account management, SOX compliance, quality assurance, mergers and acquisitions, and risk mitigation.
In 2018, Andrew graduated from the University of Georgia with a Bachelor of Business Administration (BBA) in Finance. In 2020, he received a BBA in Accounting from Valdosta State University, in Valdosta, Georgia, where he also volunteered as a tutor. Andrew served as a congressional intern in the U.S. House of Representatives for Rep. Douglas A. Collins (GA-9) in Washington, D.C. in 2017.
He is a member of the Society of Entrepreneurs, Disability:IN and Beta Alpha Psi.
Andrew lives in Cleveland Heights, Ohio, with Nika, a black lab/shepherd mix rescue.
The Personal Me
Born in Asheville, North Carolina, Andrew spent equal parts of his formative years in North and South Carolina, and Georgia. However, his sports fealty extends well beyond the South to include the Los Angeles Lakers, New England Patriots and, of course, his alma mater, the Bull Dogs of the University of Georgia. In addition to cheering on his favorite sports teams, he enjoys cooking, wine tastings and live events, such as music and stand-up comedy.
Andrew believes in the importance of giving back and “paying it forward,” and seeks to do so by helping others through volunteer work and mentorship, as well as random acts of kindness. Growing up, he was inspired by the former Los Angeles Laker’s shooting guard, Kobe Bryant. Andrew not only watched the “Black Mamba” on the court but listened to his motivational interviews where Bryant shared the secrets of his success: Work harder than others, be at the gym earlier, stay at practice longer, and never give up—no matter the circumstances.
While in college, Andrew volunteered as a tutor and worked with Disability:IN as a Rising Leader/Academy Leader during the summers of 2017 and 2018. Disability:IN is the leading nonprofit resource for business disability inclusion worldwide. He remains active in Disability:IN, both organizationally and through mentorship opportunities. Andrew also supports the Americans with Disabilities Act (ADA) and is a strong advocate for autonomous vehicle legislation.
During his time on Capitol Hill as a congressional intern in the U.S. House of Representatives for Rep. Douglas A. Collins, (GA -9), Andrew had the unique opportunity to brief congressional staff members for committee, as well as presidential Cabinet confirmation hearings, and assist in policy research on pharmaceutical and budget legislation.
Little Known Fact: Andrew attended the 225th anniversary celebration of the New York Stock Exchange’s opening bell ceremony on the floor of the exchange in May 2017.