Andrew graduated from the University of Texas with a degree in Government and Business Foundations. He joined Penn Mutual in 2008 and quickly excelled by earning the Penn Mutual Leaders’ Club and the Penn Mutual President’s Club awards and was also named the Ayres Financial Group, New Advisor of the Year.
Andrew is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He’s completed the Wharton School Retirement Income Planning Program and the Babson School’s Institute for Entrepreneurial Leadership & Advancement.
Since 2014 he’s been awarded the 1Women’s Choice Award identifying advisors and firms’ women can trust, as seen in USA Today, and was recently awarded the 2Texas Monthly Five Star award for 2018. He has his Series 7 - General Securities Representative Examination, Series 63 - Uniform Securities Agent State Law Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination Group 1 Life, Accident, Health, and HMO.
Andrew was born and raised in Dallas, TX. In his free time, he enjoys spending time with his wife Lucy, playing golf, bicycling, and traveling.
1 The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms.
2 https://www.fivestarprofessional.com/wmdisclosures/DALWM18