About Andy

Accomplished. Adept. Authentic.

 

A holistic mindset and educated worldview are instrumental in Andy’s approach to life and business—allowing him to supply unique and powerful financial guidance.

 

Andy has honed his leadership and project management skills over the last 30 years. A background in multi-disciplinary research, R&D leadership and compliance across both academic and industrial settings has developed a unique mindset to provide guidance in planning and implementing financial decisions. Over the last decade his efforts in assisting families, professionals and business owners make active choices for their financial futures drives the Pi•E3 collaborative approach.

 

As a dedicated Certified Financial Planner (CFPTMprofessional, staying current with industry trends demands up to date education. Commitment to the CFPTM guidelines, helps Andy as a true fiduciary acting in the Client’s best interests. Core values include:

 

• Education

• Transparency

• Engagement

• Flexibility

 

In addition, Andy has earned and maintained his status as a Chartered Financial Consultant (ChFC) and membership in the Million Dollar Round Table (MDRT*), 2016 - 2018.

 

Andy passionately engages his leadership skills into roles in the local community:

 

• Vice President of the Hamilton County Board of Developmental Disabilities (HCDDS)

• Autism Community

• Madeira Chamber of Commerce

 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,827.64 +0.21%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.