Broker Check
Andrew Middleton

Andrew Middleton

President

Andrew has over 20 years of experience in business and financial services. His experience ranges from entrepreneurial management (where he grew a startup business into a multi-state company) to serving in various management positions for two Fortune 500 financial institutions. He has helped to both make a plan and guide clients, both business and personal, to a better financial future. He prides himself on being able to breakdown complicated issues into plain language and give clear and unbiased financial advice to everyone. He brings a wide breadth of knowledge and creative vision to any plan he touches.

To go along with his experience, he also has a strong educational background in business and finance. Andrew received a Bachelor of Arts from University of Holy Cross before earning his Masters of Science in Business Management from Belhaven University. At Belhaven University, he was selected as a fellow in the international Sigma Beta Delta business honor society. After Belhaven, he received post graduate education in financial planning from Northwestern University. With his education and experience, he brings a wealth of planning and investment knowledge to any situation.

Andrew is an Eagle Scout and stays involved with the Boy Scouts serving as a scout leader for his boys, as a Vice President of the Council, and as Director of Advancement. He is married to his wife Ashley and has three boys Ethan, Taylor, and Alex. When he is not working, he can be found golfing, jamming on an instrument, camping, or hunting and fishing with family and friends.