The most important thing I can do for a client is to listen intently to their concerns so we can work together to get to the heart of their financial issues. This is more than just a process, it’s a practice. We deal with some of the most private and personal pieces of a family’s life, listening helps build trust and trust is the cornerstone to what we do.
We all have changes throughout our lives that require a professional’s ear. I strive to listen, learn and create solutions to my client’s financial needs and goals. The best thing I can hear from my clients is “thanks for listening.”
-Andy
Andy has worked in the wealth management industry since 2002. He specializes in comprehensive financial planning with an emphasis on retirement income and investment management. He works with a wide variety of individuals, families and small businesses. Andy and his wife, Heather, reside in St. Paul and enjoy watching their thirteen nieces & nephews grow.
Education & Certifications
- University of St. Thomas, Opus College of Business
- Certified Financial Planner™ Professional
- Five Star Wealth Manager, as seen in Mpls/StPaul Magazine, in 2011, 2012, 2013, 2014, 2016, 2019 – 2024*
- President of the Eagan Rotary
Hobbies & Interests
- Hiking
- Travel
- Golfing
- Downhill Skiing
- Trying new restaurants
*2012-2014, 2016, 2019-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in 12/2023 based on data gathered within 12 months preceding the issue date. 4,280 advisors were considered, 637 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.