Andrew Hoffman

Andrew was born in Charleston, West Virginia, but has spent most of his life in the Carolinas. His family moved to Charlotte, NC, at an early age where his parents and siblings still reside. During high school, he was very active in the student council and athletics where he lettered in basketball and soccer. After graduating high school, Andrew attended and graduated from Appalachian State University with a bachelor’s degree in Business Communication. Andrew is married to his long time sweetheart and wife of 4 years, Casey.

Andy began his financial services career in 2000, specializing in helping Baby Boomers and business owners transition into retirement. For the last 15 years of his career Andrew has trained and developed insurance agents & other financial professionals to succeed in the industry, while working with a Fortune 500 Company. Holistic Planning through a proper needs assessment has always been part of his business model with a focus on Medicare Supplements, LTC & Life sales as a door opener to meet new clients and referrals. In 2009, Andrew was promoted to Branch Manager of a local insurance agency and managed over 55 agents and two offices located in Charleston and Hilton Head, SC. As many know they don’t give top offices away, so he was given one of the lowest ranked branches in the country and successfully built it to top 50 in the country within 5 years. In 2011 he also obtained a Series 7 & 66, fully understanding that in order to truly participate in holistic planning portfolio management must be incorporated.

Andy will serve as an Executive Trainer and In-house Advanced Case Manager, helping with advisor training needs around specific product lines or case design & implementation.