portrait of Andrew McGee
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Andrew

How We Help:
We will work together to clearly define both where you want to go and a strategy to help you get there. Then, we will partner together along the journey.

Who Am I:
I am a financial advisor with a heart for those around me, to help them live life on their terms amidst an ever-changing backdrop.

My family is my driving force and why I am passionate about what I do every day. I have a wonderful wife and three amazing kids. Haley is incredibly supportive and loves to bake, Aiden is a rancher and will be a cattle...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Special Needs Financial Considerations
  • College Savings
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Chess
  • Coaching Sports
  • Football
  • Animal Rescue

Team Members

  • Amanda Casdorph
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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