Andy is passionate about helping young, entrepreneurially minded professionals create strategies to accumulate more wealth in order to live a fulfilled retirement. These tireless professionals turn to Andy, a CERTIFIED FINANCIAL PLANNER™, to guide them on their own journey to financial independence while in pursuit of their own unwavering craft.
Andy loves to nerd out on financial planning and is striving to become the foremost expert in his field. He knows that continuous education is an essential element to your success.
With this in mind, Andy is an avid reader. You can always expect him to be reading a variety of books – from his top choice of biographies to other non-fiction reads. Naturally, he will always have a book on the financial industry included on that current reading list too.
When not working or reading, you can find Andy trying to perfect a new recipe in the kitchen or rooting for his beloved Chicago White Sox. He is always looking forward to the next outdoors adventure, but he will certainly settle for a round of golf.
In addition to holding the CFP ® certification, Andy also holds the CRPC® (Chartered Retirement Planning Counselor) designation as well as the FINRA series 6, 7, 63 and 65 securities registrations. Andy graduated from Augustana College with a Bachelor of Arts in Economics & Business Administration with concentrations in Finance & International Business.