John Sontag, CFP

How Andy can help you
Andy partners with multi-generational families and individuals by providing comprehensive investment planning strategies focused on cash flow, lifestyle, and accountability. He believes it is important to focus on the factors that can be controlled since the markets are unpredictable. Andy navigates his clients through retirement taking them from the accumulation to decumulation stage and is dedicated to helping them take a step back to see the big picture. Andy has a keen attention to detail and is also the business manager for the team.

What makes him knowledgeable
A third-generation financial advisor, Andy always knew his calling was to help others and to follow in his grandfather’s and father’s footsteps to be an advisor. He joined Merrill Lynch after graduating from the University of Mississippi with a bachelor's degree in business management in 2007. He earned the CERTIFIED FINANCIAL PLANNER® certification to serve his clients more deeply. Andy was recruited to Wells Fargo Advisors in 2015. He is honored to have received numerous industry recognitions viewable on our team website tryonpwg.com.

Getting to know Andy
Originally from Cincinnati, Ohio, Andy now lives in Charlotte and is married to his high school sweetheart, Katie. They have two boys named Matthew and Andrew. He enjoys spending quality time with his family. They love football and are all avid Bengals fans. Andy also enjoys golfing, fishing, and woodworking.