Andrew recently joined the team after working as a paraplanner with a Financial Advisory
practice in Charlotte, NC. His career in the financial services industry began in 2016 after he
graduated from the University of South Carolina with a double major in Finance and Marketing.
Following graduation, he joined Lincoln Financial Group’s Leadership Preparation Program. That
program provided him experience working in Life Insurance Sales support, as well as interning
at Brumbaugh Wealth management from October 2016 through May of 2017. During that time,
he also earned his Series 7 and 66 securities licenses. Andrew is particularly excited to help
drive millennial engagement and assist the firm in preparing for the next generations financial
planning needs. A native of Greensboro, North Carolina, Andrew now resides in Manayunk. He
enjoys playing golf, traveling with family, and watching sports.