About Us
Andy Crutchfield, President
Andy has been a financial advisor for 30 years. He is a graduate of the University of North Carolina at Chapel Hill with a BS in Business Administration. He enjoys spending time with his four children and three grandchildren. Some of his hobbies include playing tennis and singing in his church's choir.
Carolyn Crutchfield Wasdell
Carolyn graduated with a BA in Economics from The University of North Carolina at Chapel Hill in 2006 and joined Morgan Stanley soon after graduation. She obtained Finra Series 7, 66, 3, 31, 9 and 10. Carolyn enjoys spending time away from work with her husband and two children. She has also continued her childhood love of playing soccer and currently plays in an adult league in Apex, NC.