Client focused, relationship driven
Andrew's passion is to make a difference in the lives of his clients and their loved ones. He strives to educate and plan through all stages of life. His focus is on wealth management and risk planning for individuals and families. Andrew is committed to helping clients achieve their financial goals through personalized planning and guidance. He believes every client has unique circumstances and aspirations, which is why he takes the time to assess their specific needs and create tailored solutions that align with their long-term objectives.
In addition to his work with individual clients, Andrew has a passion for assisting businesses in managing efficient retirement plans. He believes that a retirement plan is essential for attracting and retaining talent while ensuring the financial security of employees. He works closely with business owners to design plans that not only meet compliance requirements but also foster a culture of financial wellness within the organization. His extensive knowledge and proactive approach have made him a trusted partner for both individuals and businesses seeking to secure their futures.
Education
Andrew is a graduate of Anthony Wayne High School and Miami University with a double major in economics and strategic communications.
Registrations
Securities Registered in CO, FL, MI, NC, OH, SC
Securities Registration: Series 7, 63, 65
Life and Health Insurance License: MI, NC, OH, WI
Personal
Born and raised in Waterville, Andrew and his wife, Sidney, now reside in Maumee. In his free time, you will find him on the golf course or coaching baseball. A life-long Buckeyes fan, he watches the scarlet and grey on Saturdays in the fall, as well as the Detroit Red Wings, Tigers, and Pittsburgh Steelers. Andrew and Sidney spend time up in Michigan in the summers as well.
