Andrew was born and raised in the Indianapolis area. Through his career he has seen families struggle financially and fail to find the appropriate resources to help them reach their personal financial goals. That propelled him into a career in finance with his first step graduating from Ball State University in 2001 with a B.S. in Finance from the Miller College of Business.
Since then, he has been providing guidance to help his clients reach their financial goals. He listens to his clients first, to fully understand their unique situation and provide the personal advice they need. His clients have confidence in Andrew and his team to create a financial strategy that may move them forward.
Since 2010, Andrew has constantly been recognized both locally and nationally with awards and designations. And although those recognitions are appreciated, Andrew takes the most pride out of the relationships and successes he has created for his clients. With Andrew, it’s always about the personal connection.
He currently resides in Indianapolis with his wife Danielle, and their son; is Chairperson of St. Luke’s United Methodist Church's Endowment Committee and is a Delta Tau Delta Alum.
Chartered Financial Consultant® (ChFC®): One of the most extensive education programs required for any financial services credential. Nine classes are required with an average study time of over 400 hours for the total program. This advanced financial services industry designation requires 30 hours of continuing education every two years.
Certified in Long-Term Care (CLTC): One of the industry's independent professional designations; it provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.
B.S. Ball State University 2001: College of Business: Major in Finance.