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 professional (CFP®, staying current with industry trends demands up to date education. Commitment to the CFP 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 Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Special Needs Consultant (ChSNC®).

 

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

 

• Vice President of the Hamilton County Board of Developmental Disabilities

• Autism Community

• Madeira Chamber of Commerce

 

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