Andy manages investments for families concerned about asset protection, income and tax planning, and health care planning. For two decades, Andy has been simplifying complex financial concepts and providing practical solutions to fit each client’s unique situation.
Andy is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and he also holds the Chartered Financial Analyst® designation. This rare combination of credentials allows Andy to serve as a one-stop advisor for his clients. He earned his B.S. in Business Administration from the University of Tennessee. Andy’s clients at Patriot include several Tennessee construction contractors and real estate investors.
Andy lives in West Knoxville with his wife, Holly, and their four children. In his spare time, he enjoys reading, traveling, watching the Vols, playing the piano, and watching classic musicals with his family.