Licenses & Certifications:
- CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
- Certified Public Accountant, CPA
- Personal Financial Specialist, PFS™
- Master of Accountancy (MAcc)
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Andrew works with Brad Caldwell and Kevin Mitchell in their practices and is passionate about seeing people make informed financial decisions. He believes this starts with helping clients build a clear financial pathway. Andrew works diligently to ensure financial decisions are made to help clients achieve their goals.
Andrew’s background is in tax compliance and tax planning for high-net-worth individuals and closely held businesses. He attended Auburn University, graduating summa cum laude with a degree in accounting and then earned his Master of Accountancy before moving to the Nashville area.
Outside of TrustCore, Andrew is an active member of Harpeth Hills Church of Christ. He enjoys golfing, fly fishing, and of course Auburn athletics. Andrew and his wife, Molly, live in Franklin with their dog, Half.