Before joining the Allen & Company team in 2009, Andy began his career at one of the nation’s largest financial institutions where he quickly became a Wealth Strategist for the bank’s Mid-Florida Region.
Andy is also a small business owner, and uses his business management skills in conjunction with his financial industry experience to help clients create successful financial strategies. He specializes in business wealth management, personal wealth management and estate and legacy planning. Andy’s dedication to providing outstanding customer service has earned him respect throughout the financial industry and business community. He holds Series 7 and 66 securities licenses and his Life, Health and Variable Annuities.
A native Midwesterner, Andy and his wife love Lakeland and the community in which they get to raise their family. He sits on the Board of Directors at AFI, the Board of Directors of the Lakeland Chamber of Commerce, the Advisory Board of the Volunteers in Service to the Elderly, the Parish Finance Committee for the Church of the Resurrection and the Lakeland Electric Utility Committee.