“Over the past 40-plus years in this industry, I’ve seen up markets, down markets and everything in between. I feel my main responsibility is to help people achieve their aspirations through prudent financial planning and sound investment management.”
Andy joined Baird in 1993 and has over 40 years of experience as a Financial Advisor. His areas of interest include comprehensive financial planning, corporate retirement planning (including non-qualified plans) and employee stock option and 10b5-1 plans. Andy helps individuals, family-owned businesses and publicly traded companies establish and achieve their unique investment goals. He believes in understanding his clients’ financial needs and customizing investment strategies specifically tailored to their goals.
Andy earned his bachelor’s degree in history from Washington and Jefferson College and his juris doctor from the Mercer University Walter F. George School of Law. He is also a 2005 graduate of Leadership Tampa, sponsored by the Tampa Chamber of Commerce, and has served as chair for the City of Tampa's General Employee's Pension Fund. He was recently re-elected to the board of governors for the Florida Securities Dealers Association and is a founding and current member of the Gulf Coast JFCS’ board of Tampa Bay Job Links and chairman for Congregation Schaarai Zedek's Finance Committee.
Andy enjoys spending time with his family, traveling and golfing. Lifelong residents of Tampa, he and his wife, Tricia, have two daughters, Lauren and Rachel, and a goldendoodle named Harvey.
Florida Insurance License #0H08931