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Specialties
Andrew joined A Special Needs Plan in 2010 and quickly became enthralled with helping families find clarity and discover peace surrounding planning for two lifetimes.
His energy and enthusiasm help parents and caregivers take ownership of their situation and empower them to take difficult steps in securing their loved one’s future. He has a way of making you feel that “you got this” and wants to make sure that feeling continues. This ongoing relationship is critical and designed to address your family’s biggest concerns surrounding your loved one’s future care and is designed to stay up to date with changes so that you have peace of mind. Andrew graduated from The University of North Carolina at Charlotte in 2011 with a BS in Economics and a BSBA in Finance. He then went on and completed his Chartered Financial Consultant and Chartered Special Needs Consultant designations. He volunteers with multiple organizations and serves on a handful of Boards of Directors in support of individuals and families with intellectual and developmental disabilities. Andrew and his wife, Melissa, live in the Plaza Midwood neighborhood in Charlotte, NC with their two sons. Outside of the office you might catch him on the lake or hiking one of NC great hiking trails.
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Always free for clients.
ChFC, ChSNC, TPCP
Chartered Designations
What do these credentials mean?
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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 4350 Congress St., Suite 300, Charlotte, NC 28209, (704) 557-9600. A Special Needs Plan, MML Investors Services, LLC, nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters. CRN202611-5416436