Hi, I’m Andrew.
Here’s why I do this.
I want you to understand your financial plan well enough to ask good questions, weigh the tradeoffs, and understand the purpose behind each step I recommend.
Understanding builds
confidence.
It may be easy to say you need to invest or save for retirement. In my experience, the more useful conversation is why a particular choice makes sense for you.
I want my clients to feel comfortable asking why I recommend an investment, how an account works, or the tradeoffs involved in choosing one path over another. Those questions help me stay accountable, too.
To answer them well, I need to understand your whole picture. I believe your family, your goals, your business, and the plans you’re making outside your portfolio all belong in the conversation.
Home is part
of my story.
I’m a tenth-generation Lexington native and a graduate of Morehead State University, where I studied Business Management & Entrepreneurship and played on the men’s golf team.
Outside work, you’ll find me with my fiancée, Emma, or my Boykin Spaniel, Beau. I enjoy competitive golf, Thoroughbred racing, hunting, and cheering on UK and MSU athletics. I’m an active member of Macedonia Christian Church.
My roots here run deep. My family’s history includes the farm and track that became Keeneland and, today, Greenbrier Golf & Country Club. That connection to people and community carries into how I approach my work: get to know the person, listen carefully, and build a relationship.
My official Meridian biography ↗Let’s talk about
what’s next.
You don’t need to have it all figured out before taking the first step.
A conversation with Andrew
Learn what to expect and how you and I can begin exploring your financial priorities.
Get Started ↗Let’s get to know each other.
A good relationship begins with a conversation.
