Andrew Morris

Agent

Andy graduated from Indiana State University with a Bachelor of Science in Safety Management and additionally holds an MBA in Applied Management from Indiana Wesleyan University. He spent over 20 years leading several large industrial organizations’ Health, Safety and Environmental strategies, programs and teams globally. Andy has lived and worked in the Houston metro region since 2013.

Andy transitioned to the financial services industry following his time with an environmental consulting firm where he helped small business owners to manage their risks and establish business continuity plans. While serving these clients, he learned that many owners (and families) and their businesses are not always adequately planned or protected from the financial perspective. This realization further drove his passion to want to help these business owners and families more directly to protect against the unexpected and plan for their futures. His interest and passion for financial planning is likely rooted in the fact that his parents were strong believers in saving and investing. He and his family have also directly experienced and
successfully maneuvered some of life’s financial challenges which further drives Andy to want to educate and assist others to be prepared for the unforeseen.

Andy and his wife Michelle have two teenage sons. He can often be found outside with their 3 dogs, at the gym or in his garage where he brews craft beer as a hobby and competitively. He hopes to one day own his own brewery (financially sound and protected, of course!).

 

 

Securities offered through Triad Advisors, LLC. member FINRA/SIPC. Consolidated Planning Group and Triad Advisors are not affiliated.

Phone 832-622-3220