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CFP®
*Mailing Address:
P.O. Box 366369, Bonita Springs, FL 34136-6369
*Supervised from 8219 Leesburg Pike
Suite 200, Vienna, VA 22182
Before joining Heritage, Andy worked as a Financial Planner at First Command Financial Services. Andy was born and raised in Jacksonville, Florida, before leaving 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 over ten 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
- Series 7, 24 & 66 registered
- Life & Disability Insurance licensed
Education
- B.S. Liberal Arts and Sciences/Liberal Studies, Excelsior University
CRN-7373648-112224
Caitlin Close
Administrative Assistant
Ronny Harpold
Client Relations and New Business Administrator
Primary Clients or Industries
Business Owners / Corporate Executives
Primary Service Areas
Estate Planning Strategies