My financial journey began with Andy in 1996. At that time, I was recently divorced, lost my mother and completely uneducated on the financial front. My previous husband had taken care of all our financial needs. I didn’t even know how to gather information to file taxes. Yes, I was one of those “shoebox” filers with the tax advisor.
I was fortunate enough to make an appointment with the first financial firm young Andy represented at that time. That’s when the “educational process” started. He was patient, kind and very understanding. Through three decades Andy has asked some tough, thought provoking, and futuristic questions. He helped guide and oversee not only my (now our) personal wealth, but also estate planning, wills and final retirement. I feel we have come a long way together!
Forming Centerline as an independent financial firm was Andy’s best decision. His professional convictions to both himself and the Centerline clients holds true and steadfast. The entire fiduciary team is the best possible. They are both proactive and reactive to our needs. I am very proud and honored to be a Centerline Client!
