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Andy is responsible for creating a strategic focus for the firm. He focuses both on new strategic ventures based on disruptive innovations, as well as opportunities to expand relationships with clients in our core service areas. Andy oversees the firm’s relationships with key strategic partners and directs the required resources to bring new strategic ventures and relationships to market. Prior to joining the firm in 2001, Andy worked in management and sales for both established businesses and entrepreneurial firms. Most recently, he was vice president of strategy and sales for Optionwealth (a technology-based solution to assist executives in understanding and using stock options for the management of their wealth). His previous experience included serving as an agent for Northwestern Mutual Life, an associate of The Todd Organization, and a partner at Henry A. Latimer & Son, a general insurance agency. Andy received a B.A. in History, Cum Laude, from Duke University and attended the Graduate Program in History at the University of North Carolina. | 