Andy is a Registered Investment Advisor with Summit Wealth Partners, LLC with over 10 years of experience assisting business owners, professionals, and families with comprehensive asset protection, risk and wealth management, estate planning, retirement analysis, tax saving strategies, and business exit options. He holds the FINRA Series 66 license, as well as the CERTIFIED FINANCIAL PLANNER™ designation. Andy is a member of the National Association of Certified Valuators and Analysts (NACVA) where he holds the Certified Valuation Analyst® Designation (CVA®).
As a former business owner, Andy brings a success-oriented team approach to his work. He assists business owners, professionals and families with comprehensive assets protection, risk & wealth management, estate planning, retirement analysis, tax saving strategies and business exit options.
Andy holds a Bachelor’s Degree in Finance from the University of Florida (UF) and completed his graduate school educational requirements for the CPA exam at Hodges University and Florida Gulf Coast University. He plans to sit for the CPA exam this year.
Andy and his wife live in Naples with their daughter and two boys. They currently enjoy an active lifestyle consisting of spending time with family and friends, traveling, boating, and playing golf. Andy is active in the community chambers as well as with Business Network International (BNI) where he has served in numerous leadership roles over the past 8 years.
