Andrew ramsey, CPA, CFP®, AIF® - financial advisor

Though born in Washington, D.C., Andrew grew up in the Houston area. He was recruited by Southern Methodist University to play for the SMU Mustangs men’s soccer team. While at SMU, Andrew graduated summa cum laude from the Cox School of Business with both a Bachelor of Business Administration and Master of Science in Accounting in 2020.

While in Dallas, Andrew had the opportunity to work with PricewaterhouseCoopers in two of their tax practices. During his time with the State and Local Tax practice, Andrew worked with private equity firms from around the country to oversee the preparation and review of their state and local tax returns. During his time with the Personal Financial Services practice, Andrew had the opportunity to work with individuals to create a tax planning strategy and to prepare their individual, trust, gift, estate, and small business tax returns. It was during his time with PricewaterhouseCoopers that Andrew realized that he truly enjoyed working with individuals to help them achieve their financial goals.

In anticipation of a career in accounting, Andrew is a licensed Certified Public Accountant. However, when the opportunity arose for him to join his father and grandfather at Outlook Financial Group, Andrew couldn’t resist. His desire to help individuals reach their financial goals, coupled with the financial background needed as a CPA, make him a perfect fit for Outlook.

CPA services are not offered through, or supervised by, Lincoln Investment.

 Jim Huston  |  Chris Ramsey  |   Jill Norris  
Ray Stanley  | Andrew Ramsey |  Liz Smith