Andrew MacDougall, CFP®, ChFC®, CLU®, RICP®

Andrew brings strategic insight and a client-first mindset to the team. As a CERTIFIED FINANCIAL PLANNER™ professional with additional designations in advanced planning and retirement income strategies, he focuses on creating personalized financial plans that align with each client’s goals and values. Known for his ability to simplify complex concepts, Andrew helps families make confident decisions about their future.

Beyond his work with clients, Andrew invests in his community as chair of the Young Professionals Committee for the Wake Forest Chamber of Commerce, a board member at Endeavor Charter School, and a volunteer with the Boys & Girls Club. He also coaches kids’ soccer and enjoys connecting with fellow professionals through TPAC. When he’s not working or volunteering, you’ll find him exploring the outdoors, playing pickleball, or trying to convince his own kids that dad jokes are still funny.