About our President
Our Associates
Serita Beaman, CPA - Graduated with a BBA in accounting. Serita Beaman has worked for the federal government...More
Andy Anderson has been in the Financial Services Industry for 30 years. He works comprehensively with individuals concerning their financial needs.
Andy holds the professional designations of: Life Underwriting Training Council Fellow (LUTCF) jointly conferred by the National Association of Insurance and Financial Advisors (NAIFA) and The American College.
He is also Board Certified in Asset Allocation (BCAA), Board certified in Estate Planning (BCE). He holds a Bachelor's degree from Saint Leo University and a Graduate Degree of Masters of Science in Financial Services from The Institute of Business and Finance.