Andrew joined the team in 2018 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 registrations. 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 King of Prussia. He enjoys playing golf, traveling with family, and watching sports.