Andrew has over a decade of experience in financial services. He began his career in banking in 2009 and entered the wealth management profession in 2012. Having worked at both a large, national firm (Waddell & Reed) and a small, local Registered Investment Advisor (BMG Advisors), he has a well-rounded view of the financial services landscape. Andrew played golf during his first 2 years in college before finishing his degree in business with a finance emphasis at UMKC. He received his CERTIFIED FINANCIAL PLANNER™ designation through the Boston School of Finance in 2017. Focusing on business owners, Andrew received the Certified Business Valuation Specialist® designation in 2022.
His community involvement has been exemplary. He served as Chairman of the Board for the Bacchus foundation for three years and has volunteered with both Junior Achievement and March of Dimes. He’s also a member of the National Association of Personal Financial Advisors. When he’s not consulting with business owners, executives and families on their financial affairs, Andrew enjoys spending time with his wife Carolyn, their son Jace, daughter Chloe, and their two dogs, Zoey and Duke. He spends most of his downtime with his growing family but still finds time to sneak onto the golf course now and again.
Certifications and Licenses: Series 66 Securities License, CERTIFIED FINANCIAL PLANNER™, Certified Business Valuation Specialist (CBVS®)
Email Andrew: email@example.com