P. Andrew Gregory, CFA®, CFP®, AIF®

Value Statement

With support from a highly experienced team of professionals, I work with you to develop and recommend personalized strategies that seek to help you accumulate, manage, and transfer your wealth. The approach is flexible and accommodates your unique situation.  We seek to:

  • Understand your financial objectives– We will start by asking questions that help us understand more about your financial goals and objectives.
  • Develop your personalized strategy – Next, we will analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
  • Implement a customized plan – With a well-designed plan, we develop customized strategies tailored to your goals and objectives, drawing from a wide selection of dynamic products and services.
  • Provide timely, ongoing service – We regularly review your situation to help ensure you are working toward your financial objectives.

Qualifications

As an investment adviser representative, I understand the responsibility that comes with helping to make your goals a reality. Here’s a quick summary of the skills and qualifications I’ll use:

  • Bachelor of Science in Engineering, University of Oklahoma, Norman, Oklahoma
  • Chartered Financial Analyst, CFA Institute, Charlottesville, Virginia
  • CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Inc., Washington, D.C.
  • Accredited Investment Fiduciary, Fi360, Inc., Bridgeville, Pennsylvania
  • Multiple Securities registrations and Insurance licenses with both Federal and State regulators.
  • Over 30 years of experience in the financial services industry directly advising clients.

Personal

To help you feel more comfortable in our partnership, here’s a little information about me:

  • Married to Judi, Petroleum Engineer now serving as a math teacher.
  • My immediate family includes daughter Lauren and her family in Virginia, daughter Kelsey and husband in Edmond, and daughter Jana in New Jersey.  We all love our rescue animals including Marley and Iggy at home and the three granddogs, Jini, Trixie and Mowgli.
  • Active member and volunteer of Crossings Community Church.
  • I enjoy spending time with family and friends, traveling, reading, and various sports.
Phone (405) 562-4528
Fax (405) 562-4529