Andy joined the team at Market Street Wealth Management in 2016, and now serves as a financial advisor. His particular interests are working with clients approaching the retirement years creating in depth individualized holistic financial plans. Andy previously served as a pastor at Willowdale Chapel in Kennett Square for 12 years.
From his former years as a pastor, Andy loves using donor advised funds to utilize tax planning strategies to keep more dollars in his client’s pockets coupled with more funds in the hands of their favorite non-profit. Andy enjoys the complexity of privately held stock, maximizing pension benefits, and bringing a sense of intelligent simplicity to the often complex financial decisions of retirement.
He has a BA in Interactive Media Production from Bournemouth University in the UK, an MA in Bible from the Graduate School at Lancaster Bible College, and is currently studying to become a CFP – Certified Financial Planner.
On a personal note, Andy grew up in England, and has moved back and forth every few years to the USA for much of his life. He resides in downtown Kennett Square with his wife of 11 years, and their 4 children, 3 of their own making, and one foster child who they are hoping to adopt.
Andy loves anything to with athletics, and loves the intense challenges that team sports create. He coached middle school soccer for 11 years, ran a marathon without any training in his younger years, and is currently training for the elusive sub 20 minute 5k. You’re likely to find him mountain biking at White Clay Creek State Park on the weekends.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, and Andy Thrift are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, and Andy Thrift are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:Kevin Holt: AZ, CA, DE, FL, MD, NC, NJ, PA, VA, TX Andy Thrift: PA, Matt Eichert: CO, DE, FL, MD, NJ, NY, PA, Matt Dodge: NC, PA Jeff Leppert: AZ, CO, DE, FL, MD, NC, NJ, OH, PA, VA, TX Charles Meloro: DE, NJ, PA, Mark Meloro: DE, FL, NC, NJ, PA, VA, Troy Vogt: PA,. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.