Andrew is dedicated to providing his clients with comprehensive retirement planning and wealth management strategies, tax-saving solutions, and advice to help achieve their financial goals. He finds joy in witnessing his clients’ success through smart, deliberate decisions.
Andrew holds a bachelor’s degree from the University of Arizona and an MBA from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER® Professional and Certified Plan Fiduciary Advisor. Inspired by a family member’s successful wealth management practice and impact on clients, Andrew decided to have a career in financial services.
His experience at The Vanguard Group taught him the value of a disciplined, low-cost, diversified investing approach for achieving successful financial outcomes. After Vanguard, Andrew joined HawsGoodwin Wealth in Franklin, Tennessee, before moving to Mercer Advisors in 2022.
He and his wife enjoy exploring new places and love being outdoors with their young daughter and dog, Rosie. Outside the office, Andrew likes trying new restaurants, cheering for Arizona and Seattle sports teams, and playing golf.
Franklin
412 Main Street Suite 200 Franklin, Tennessee 37064