About our Firm

Our firm is guided by two experienced financial professionals with a profound understanding of the financial challenges our clients face. In addition, they are continually expanding their expertise to better assist our clients.

We believe in a comprehensive approach to financial planning, ensuring that every aspect of our clients' finances is carefully considered. There are no one-size-fits-all solutions here – we tailor our strategies to meet each client's unique needs and objectives.

Our goal is to provide our clients with a sense of security, enabling them to make confident and informed financial decisions. We want our clients to value our partnership and see it as a privilege, rather than a burden.

About Sam

Sam joined Northwestern Mutual in 2012. He was born and raised in Athens, where he currently serves as the Managing Director for the Athens District Office. Sam spends time working with his personal clients as a Financial Advisor and spends time developing and coaching new advisors in our firm.

Sam graduated from the University of Georgia, where he was a member of Sigma Alpha Epsilon fraternity. He enjoys playing golf, hunting, fishing, and spending time with his family.

sam

About Andy

Andy was born and raised in Grayson, Georgia, and attended the University of Georgia for his undergraduate degree. He also holds a Masters Degree from Liberty University. Andy joined Northwestern Mutual in November 2021. He worked in finance and operations before joining our firm and has held roles as a Chief Financial Officer and President before becoming a financial advisor. He currently serves as a Growth and Development Director and assists new financial advisors in growing their practices. Andy and his wife Ashley live in Oconee County and have a daughter (Bradlee Rae). In his spare time, you can find him cheering on the Dawgs or playing golf.   

andy