Andy joined Level Four in 2016 and brings over 14 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CERTIFIED INVESTMENT MANAGEMENT ANALYST®.
Prior to joining Level Four, Andy was a VP-Financial Consultant at Charles Schwab and Co., Inc. in Houston, Texas.
Andy earned his Bachelor of Arts degree from the University of Notre Dame and his MBA from Houston Baptist University. He holds the Series 4, 7 and 24 registrations with LPL Financial, and holds the Series 66 registration with both LPL Financial and Level Four® Advisory Services.
Andy is a member of the CFA Society-Houston, Financial Planning Accociation and Investment Management Consultants Association (IMCA).