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Andrew Hart, CFP®
Chief Planning Strategist
Andrew has over a decade of experience in the financial industry and leads the firm's planning work. He is a lifelong learner with a passion for serving others.
He has contributed to Yahoo! Finance and theStreet.com, and was published in the book Exchange Traded Profits: Cashing in on ETF Trading.
Education
- Business Management, Wittenberg University
- Certificate in Financial Planning, Georgetown University
Previously
- UBS Financial Services
- Headley Investment Analysis
- World Bank Credit Union
Away from the office
In his free time, Andrew enjoys spending time with his wife, Susan, twin boys George and Ted, and daughters Merritt and Pippa.
Imagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.