About Andrew
Andrew’s core focus is advising retirement plan sponsors on the often-complex nature of their plans. His work covers all facets of plan management, from day-to-day administration to compliance, to how employees access the program and prepare for a successful retirement. Throughout this process, he leverages his educational background and extensive experience to help sponsors feel more confident about their roles and responsibilities.
Andrew has more than 30 years of experience in strategy, management consulting, and sales. Throughout his career, he’s worked with a wide variety of clients to help them set, work toward, and achieve their goals. Andrew joined Focus Partners Wealth in 2026, having previously worked at Strategic Wealth Partners (SWP). Before that, he held positions at The Bensman Group, Edline, and Medline Industries. Along with PGA Master Professional Ollen Stephens, Andrew co-authored the book How to Overcome the Power of the Golf Ball, which provides a roadmap for setting and achieving goals in golf and beyond. Andrew applies the principles from the book to foster meaningful relationships with his clients.
Outside of the office, Andrew enjoys golfing and Taekwondo – in which he holds a 1st Dan Black Belt. He also ran the Chicago Marathon in 4 hours and 9 minutes. He has three children, Hailey, Sarah, and David. Ask him how he did on the television game show Classic Concentration with Alex Trebek.
Education and Professional Milestones
-University of Virginia – bachelor’s degree in history
-University of Chicago – master of business administration in finance and marketing
-The Retirement Advisor University® - 401(k) certification
Andrew’s core focus is advising retirement plan sponsors on the often-complex nature of their plans. His work covers all facets of plan management, from day-to-day administration to compliance, to how employees access the program and prepare for a successful retirement. Throughout this process, he leverages his educational background and extensive experience to help sponsors feel more confident about their roles and responsibilities.
Andrew has more than 30 years of experience in strategy, management consulting, and sales. Throughout his career, he’s worked with a wide variety of clients to help them set, work toward, and achieve their goals. Andrew joined Focus Partners Wealth in 2026, having previously worked at Strategic Wealth Partners (SWP). Before that, he held positions at The Bensman Group, Edline, and Medline Industries. Along with PGA Master Professional Ollen Stephens, Andrew co-authored the book How to Overcome the Power of the Golf Ball, which provides a roadmap for setting and achieving goals in golf and beyond. Andrew applies the principles from the book to foster meaningful relationships with his clients.
Outside of the office, Andrew enjoys golfing and Taekwondo – in which he holds a 1st Dan Black Belt. He also ran the Chicago Marathon in 4 hours and 9 minutes. He has three children, Hailey, Sarah, and David. Ask him how he did on the television game show Classic Concentration with Alex Trebek.
Education and Professional Milestones
-University of Virginia – bachelor’s degree in history
-University of Chicago – master of business administration in finance and marketing
-The Retirement Advisor University® - 401(k) certification