Andy joins Live Oak Private Wealth with more than 16 years of experience in wealth management and brings strong financial planning and investment skills. Before wealth management, Andy worked in corporate and investment banking and understands the unique challenges facing private business owners. He enjoys working with them to devise a plan for what is often their most treasured asset. Andy received his MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and his Certified Financial Planning education at Duke University. In addition to his CFP professional designation, Andy also has his life and health insurance license. Andy and his wife, Ashley, have three children and enjoy traveling together as a family. He also enjoys golf, snow skiing and running.