ANDY JAMES

Andy is a licensed financial advisor enjoying his post “traditional” career.  His wealth of real-world success in personal finance, transition to career independence, and his passion for helping others navigate their financial futures deliver a unique blend of expertise and experience to educate and enable informed financial decisions.  He is dually licensed as an Independent Advisor Representative and insurance agent who helps his clients formulate and execute a comprehensive financial life plan.

Andy holds a Master of Business Administration (MBA) from the University of North Carolina at Charlotte and a Bachelor of Science in Electrical Engineering (BSEE) from Auburn University. His first career as a nuclear-trained submarine officer in the US Navy instilled a deep passion for continuous learning, discipline, leadership and loyalty into his foundation.

During his second career as a sales leader in the information technology field, Andy honed his ability to collaborate with diverse groups of people, make sound decisions in complex environments, and gain first-hand experience with corporate compensation structures.  His professional background also provided valuable insights into personal finance, including stock grants, RSU issues, commission and bonus pay, investments, 401(k), IRA, Roth IRAs, 529 plans, and more.  His education, certifications, career path and hands-on experience with investing give Andy a well-rounded understanding of the personal financial landscape.

Outside of his professional pursuits, Andy is a dedicated volunteer for various non-profit organizations, striving to foster professional community engagement that promotes individual growth and strengthens connections within the broader civic community. He is also a board member of Lake Norman IT Professionals, where he works to amplify impact and encourage charitable giving.

Andy enjoys a fulfilling family life with his wife Linda and their lake-loving standard poodle at home on Lake Norman. They delight in hosting family gatherings with their children and grandchildren, which are filled with fun, laughter, swimming, boating, and large family dinners prepared by Linda.

In his new role as a personal financial advisor, Andy is eager to combine his diverse skill set and experience to help others achieve financial stability, security, and success.