Andy joined EIG as a Wealth Advisor in 2018 and works with clients through all aspects of financial planning to provide EIG’s standard of extraordinary service. Andy started his professional career with Strong Investments in Menomonee Falls in 2002 and then moved to M&I Wealth Management in Appleton. Before EIG, Andy spent 12 years at Charles Schwab in Brookfield as VP Senior Financial Consultant. Andy treats all clients like family and focuses on financial planning so he can help his clients reach their goals even if they don’t think they are attainable. You will often hear him saying, “If you have a plan, stay disciplined, and work hard, anything is possible.”
Andy has been a CERTIFIED FINANCIAL PLANNER™ professional since 2009 after completing educational course requirements in Financial Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning. He also obtained the Accredited Asset Management Specialist℠ and Accredited Wealth Management Advisor℠ designation in 2008. Andy holds the FINRA Series 7 General Securities designation, Series 63 Uniform Securities designation, and Series 65 Uniform Investment Adviser Law designation, as well as his Life & Variable Annuity Insurance licenses.
Andy holds a bachelor’s degree in Personal Finance from University of Wisconsin-Madison and is a proud Badger alumni. He is a three-time Wisconsin Ironman Triathlon finisher and a member of the Wisconsin Multi-Sport Triathlon Club. Andy also serves on the board of directors for the Adel Korkor Foundation which helps to make the world a better place for those suffering with mental illness.
Work is important to Andy but family always comes first. Andy lives in Wales with his three boys Dane, Shay and Max and his beagle, Odie. He enjoys spending time with his family and friends, triathlons, golfing, skiing, hiking, reading, traveling, craft beers and Wisconsin sports.