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 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 is a graduate of the University of St. Thomas, Opus College of Business. Graduating with a finance major and economics minor. Andy was encouraged by an uncle of a family friend to get into financial services, and he often quips, “I went to college with the intent of becoming a financial planner, and I was lucky to find out how much I enjoy it!”
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, which is one the highest designations achievable in the profession. Andy was selected as a Five Star Wealth Manager*, as seen in Mpls/StPaul Magazine, in 2011, 2012, 2013, 2014, 2016, 2019 & 2020. He is on the Programs committee of the Financial Planning Association® of Minnesota, where he is actively engaged with speakers from around the country on all topics surrounding financial planning. He has served on several local boards and is an active member of the Eagan Rotary.
Andy and his wife, Heather, reside in St. Paul. They enjoy watching their thirteen nieces and nephews grow, spending time in Arizona, hiking at various state parks, golfing and trying new restaurants.
*Five Star Disclosure – 2020. Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,606 Twin Cities-area wealth managers were considered for the award; 589 (16% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.