Andy Smith

Andy Smith

Investment Advisor Representative

Andy joined the firm in 2004 where he has focused his career on working with a targeted client base of small business owners and families in the Baltimore area. Andy develops personalized financial strategies that align with each client's unique goals. Andy is able to offer a wide array of insurance and investment products to help provide the most appropriate investment, insurance, and retirement solutions for his clientele. In 2012 Andy aligned his practice with fellow associate, Tom Hoffman, and together they work with clients who share in their philosophy of creating long term relationships. 

Professional Credentials
  Chartered Financial Consultant (ChFC)
  FINRA Series 6, 7, 66 Professionally Licensed
  Life & Health Insurance Licensed

Industry & Community Involvement
  Society of Financial Service Professionals
  Building Congress & Exchange
  Parkville Carney Business Association

Andy earned his bachelor’s degree from Gettysburg College. Committed to his career, Andy earned his Chartered Financial Consultant (ChFC) designation. Andy's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients.

Andy enjoys spending his free time with his wife and three children. Additionally, he enjoys sports (Ravens and Orioles), fishing and playing guitar.