2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Senior Associate,
Relationship Manager
Andrew joined CAPTRUST in 2022 from TrustCore Financial Services. He serves as a senior associate and relationship manager working with clients in the areas of retirement planning, education, tax, estate, insurance, and investment management. He helps clients create a roadmap that aligns all aspects of their personal finances towards accomplishing their financial goals. Andrew earned a Bachelor of Science in Business Administration degree in accountancy and a Master of Accountancy from Auburn University. He also holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and Personal Financial Specialist.
Outside of work, Andrew enjoys fly fishing, golf, hiking, and spending time with his wife, daughter, and dog.
2 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
7 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
8 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...