About Andrew
Andrew supports the firm’s practice-integrated wealth management team in their work of helping medical professionals, business owners, individuals, and families understand and achieve their most important financial life goals through comprehensive wealth planning.
He values personal connection and service to others, so listening and learning are hallmarks of his approach to building relationships and strategically planning around clients’ goals now and far into the future.
Andrew lives in Carmel, Indiana, with his wife, Julia, and their children, Cooper and Emerson. Outside of work, Andrew is an avid golfer and sports enthusiast, and he enjoys DIY home projects and family adventures on Lake Michigan.
Education and Professional Milestones
- Butler University - Bachelor's Degree in Finance
- Has worked as a Wealth Planning Consultant with Capitas Financial
Andrew supports the firm’s practice-integrated wealth management team in their work of helping medical professionals, business owners, individuals, and families understand and achieve their most important financial life goals through comprehensive wealth planning.
He values personal connection and service to others, so listening and learning are hallmarks of his approach to building relationships and strategically planning around clients’ goals now and far into the future.
Andrew lives in Carmel, Indiana, with his wife, Julia, and their children, Cooper and Emerson. Outside of work, Andrew is an avid golfer and sports enthusiast, and he enjoys DIY home projects and family adventures on Lake Michigan.
Education and Professional Milestones
- Butler University - Bachelor's Degree in Finance
- Has worked as a Wealth Planning Consultant with Capitas Financial