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CFP®
Before joining Heritage, Andy worked as a Financial Planner at First Command Financial Services. Born and raised in Jacksonville, Florida, before Andy left home to join the United States Army. Through humble beginnings and through life in the Army, Andy came to realize that most people are rarely taught about personal finance. After spending most of his free time in Afghanistan reading finance books, he knew he had to pursue his passion, a career in Financial Planning. With seven years of experience and serving in multiple positions, Andy finds himself waking up each day eager to help clients in their pursuit of financial security.
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
- Series 7, 24 & 66 Registered
- Life & Disability
Education
- B.S. Liberal Arts and Sciences/Liberal Studies, Excelsior University
Community Involvement
- Musician for Tuxedo Junction Big Band
CRN-5358804-121922
Estate Planning Strategies
Primary Address
P.O. BOX 366369
BONITA SPRINGS, FL 34136
Secondary Address
2381 FALLGLO STREET
NAPLES, FL 34120