Financial Planning & ServicesFinancial Advisor
BD (3-23-22) Spoke with Andy. Hes new to the area upon his wife getting a new job at Memorial. Looking to get into the fabric of SWLA.
(5-3-22) Andy and his wife signed on a new home Today. He said follow up next week for a lunch.
BD(6-8-22) working towards setting up a meeting for new membership with Andy.