Andy is a CERTIFIED FINANCIAL PLANNER ™ certificant, a professional designation awarded by the CFP Board of Standards. The CFP® designation is one of the most widely recognized and respected designations in the financial services industry. He spent several years working for a nationally known full service brokerage firm prior to joining Bank Forward. Andy is a West Point graduate and served as a Patriot missile officer in the U.S. Army. The values of selfless service, discipline, and hard work that were ingrained through his military service are the foundation for his client relationships.
Please reach out to Andy to discuss your questions in more detail.
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