9300 Shelbyville Rd, Suite 507
Louisville, KY 40222


[email protected]

Andy Southworth, CFP, CRC, CLTC

Vice President Financial Advisor

Andy graduated from Hanover College in 1999 and began his career as a financial advisor with Edward Jones. He attended Bellarmine University to obtain his Certified Financial Planner (CFP) designation in 2007. As a CFP, he has a fiduciary responsibility to his clients.

Andy enjoys getting to know his clients and their aspirations and especially enjoys putting together financial plans for them. Once the financial plan is in place, he works with his clients to help them achieve their goals.

Andy resides in Crestwood, Kentucky, with his wife Carrie, who is a local orthodontist. They have three boys (Marcus, Patrick, and Henry) and their favorite pastime is cheering them on in all of their sports and activities.

Andy is on the Board of Directors for Junior Achievement of Kentuckiana.