Andy joined Patriot Investment Management in 2017 after struggling for years to find a dependable and trustworthy fiduciary to provide investment management for his existing RIA and tax practice. He found that at Patriot.
Andy is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and he also holds the Chartered Financial Analyst® designation, which is a rare combination for an advisor considering the rigorous path to achieve all three of these credentials. He earned his Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Tennessee.
Andy works with clients who appreciate comprehensive tax planning and investment management, while constantly leveraging his experience as a comprehensive financial advisor to help his clients explore thoughtfully informed financial planning scenarios. His areas of focus include Estate Planning, Tax Efficient Retirement Withdrawal Planning, and Executive Compensation and Benefit Strategies.
Andy lives in West Knoxville with his wife, Holly, and their four children, whom he says being deeply involved with has been the best thing he’s ever done. In his spare time, he enjoys reading, running, spending time with friends, and watching classic musicals with his family.