bio-andrew-harris

Hi there, I’m Andrew Harris,
Founder and President, CEPA

Andy began his career in the financial services industry in the late 1990s with Nationwide Financial Services, working his way through college at Ohio State University, where he graduated with a BS concentrating in finance.

Gaining exposure to trading strategies and financial products while working for the trade desk at Nationwide Financial Services, Andy was asked to become the internal contact and liaison for a product designed for active traders. He worked closely with clients, financial advisors, senior management, and mutual fund managers in this role, which laid the groundwork for his decision to become a financial advisor in March 2002.

Beginning his practice as part of the Comprehensive Financial Group, Andy’s training and mentors there have helped define his business model today as the agency environment provided the opportunity to partner with a variety of financial professionals, which has nurtured the team environment in place today.

Discover Andrew’s Extensive Background

Andy’s practice with Evergreen Wealth Solutions is centered on helping people make smart decisions with their money, and, in his words:

“We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money.”

He works with other professionals in the areas of tax, legal, financial planning, asset management, insurance, and other relevant resources so that he has the capability to deliver truly personalized financial services for all of his Ideal Clients.

Andy and his wife, Elizabeth, spend the majority of their time with their young family and are passionate about food, friends, and family. He is a member of the Board of Directors with First Community Foundation Partnership of PA (FCFP). In addition, Andy sits on the investment committees of the Susquehanna Health Foundation, FCFP, and is treasurer of the Saint Luke Fund at his church. He enjoys biking (mountain, road, motor, and dirt), telemark skiing, jogging, shooting, and travel.

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He is a member of the Million Dollar Round Table*, Northcentral Pennsylvania Estate Planners Council, and the Financial Services Institute.

Andy is also proud to have been recognized as a Chairman’s Level advisor for 2021—a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Learn About Andrew’s Guiding Principles

We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money.

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