Andy serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Andy brings to his clients more than 9 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national independent investment advisory firm as a Regional Vice President. Andy was involved in working with families and business owners on comprehensive financial plans and investment strategies to work towards identifiable goals.
Andy earned his Master’s of Science in Sports Management from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Andy and his wife Eva have two daughters, Noa and Margot. In his spare time, he enjoys golfing, cooking, Kansas City sporting events, and spending time with his family.