Andy is a Registered Investment Advisor with Summit Wealth Partners, LLC with over 10 years of experience assisting business owners, professionals, and families with comprehensive asset protection, risk and wealth management, estate planning, retirement analysis, tax saving strategies, and business exit options. He holds the FINRA Series 66 license, as well as the CERTIFIED FINANCIAL PLANNER™ designation. Andy is a member of the National Association of Certified Valuators and Analysts (NACVA) where he holds the Certified Valuation Analyst® Designation (CVA®). As a former business owner, Andy brings a success-oriented team approach to his work. He assists business owners, professional