Andy Lai

Andy Lai, CFA, currently serves as the Director of Financial Planning and Analysis at Goosehead Insurance Agency, a position held since April 2025. Prior experience includes roles as Director of Strategic Finance and FP&A at Brinks Home, and as Associate Director of Loyalty Finance at Collinson, where significant achievements included creating financial models for a winning bid at DFW Airport and managing profitable operations for Covid testing services. Lai’s career also features senior financial roles at Alliance Data, MetroPCS, Cars.com, and True Value Company, encompassing responsibilities such as market intelligence consulting, investor presentations, financial forecasting, and mentoring finance associates. Educational qualifications include an MBA in Finance & Economics from DePaul Driehaus College of Business and a BS in Business from Indiana University - Kelley School of Business.