After graduating from Auburn University with a degree in Accounting, Andy received his CPA, Certified Public Accountant, certification and worked for 8 years in public accounting. At the beginning of 2000, Andy made a career change and obtained his CFP®, Certified Financial PlannerTM, certification. He strives to provide his clients with prudent financial recommendations to help them pursue their personal financial goals. Then, during 2008, Andy continued to grow his knowledge of financial planning by obtaining his PFS, Personal Financial Specialists, certification offered through the AICPA, American Institute of Certified Public Accountants. To continue developing his knowledge, Andy attends several continuing education courses throughout the year.
In 2014, Andy launched DoubleOak Financial Group, LLC to better serve his growing clientele. Andy’s goal is to help improve and enhance the lives of his clients, by providing the highest level of competence, integrity and trust. And, assisting each client pursue financial goals and objectives through listening and implementing a strategic plan specifically for them.
Andy has been married to his wife, Gina, for 17 years and they have a daughter, Lindy, who is attending first grade. The family attends St. Stephen’s Episcopal Church in Cahaba Heights, AL. Andy enjoys spending time with his family and friends, water skiing, running, golfing, and community volunteering. He has volunteered his time to help with Meal on Wheels, United Way, YMCA, Philip M. Davis Foundation, Habitat for Humanity, Alabama Rural Ministry and many more.