Meet Andrew
Andrew is a Wealth Advisor based in Raleigh, North Carolina. He joined Mercer Advisors in 2026, bringing 14 years of experience in financial services, most recently as Founding Guide and Advisor for Fruitful. He also serves as a Commander in the U.S. Navy Reserve. Andrew is motivated by teaching and by seeing the sense of relief clients may feel when they gain clarity and confidence in their financial journey. His desire to make a positive impact led him to pursue a helping profession, whether through military service or personal finance. Andrew earned a B.A. degree in history from the University of Florida and an MBA from North Carolina State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified College Financial Consultant.
Andrew’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Andrew has focused experience in these areas:
- Providing clarity for military families navigating career transitions and financial complexity
- Planning for retirement, from high-earning years to long-term income strategies
- Switching careers while keeping your finances aligned and on track
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Helping tech founders plan through rapid growth and funding events — and what comes after the exit
working style
Andrew is collaborative by nature, recognizing that personal finances require active participation from everyone involved. He brings a candid, honest approach and a military background that resonates with clients who prefer a direct style. Andrew is dedicated to teaching clients not just what to do, but why it matters. He responds quickly to every client inquiry.
Andrew in real life
What keeps you busy outside of work?
I am still an active member of the U.S. Navy Reserve. It gives me a chance to remain engaged in what I feel is my patriotic duty, to travel periodically, and to learn amazing new skills and knowledge. I try to spend my free time exploring with my family or enjoying the outdoors, preferably at a great winery after a hike.
Any words you try to live by?
“Semper Gumby” (which is a fun made-up term for “always be flexible”) is our family motto, which has helped us embrace the unpredictability of multiple military deployments over a 15-year military career. The mindset helps us stay centered on what’s important: family, health, and happiness.
What’s one thing you are surprisingly good at?
I have an almost encyclopedic mind for Star Wars knowledge and lore. I’ve consumed most Star Wars content out in the galaxy far, far away … books, movies, TV shows, comics. It’s been a great way to connect with my kids even when I am away for work.
Andrew’s snapshots
Meet Andrew’s Teammates
Ready to learn more?

Explore More
