Andrew Joins Legacy with over nine years 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), and can appreciate the pros and cons of both. Andrew played golf his first 2 years in college before finishing his degree in Business with a Finance emphasis at UMKC. He received his CFP® designation through the Boston School of Finance in 2017. 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. 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 and their two dogs, Zoey and Duke. His golf and fishing habits will take a hit next year as Andrew and his wife plan to welcome a baby girl to the family in early 2020.
Email Andrew: firstname.lastname@example.org