Andy joined Patriot in 2017. Before joining Patriot, Andy owned a local Registered Investment Advisory Firm and an Accounting Firm.
He earned his Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Tennessee. Andy is a Certified Public Accountant, a Certified Financial Planner™, and he also holds the Chartered Financial Analyst® designation.
Andy works with high net worth investors and retirees who appreciate comprehensive tax planning and investment management. As an IRS-enrolled tax practitioner, Andy prepares tax returns for all of his clients, and enjoys discovering new tax planning opportunities for them.
Andy lives in West Knoxville with his wife, Holly and their four small children. In his spare time, he enjoys reading, exercising and spending time with friends.