Andy is a financial advisor with over 25 years in the financial services industry. Before committing his career to Trajan Wealth, Andy spent time at Morningstar, Northwestern Mutual, and EnnisKnupp. Having had different roles as an advisor, institutional investment consultant, and investment sales have given him a broad range of knowledge.
Andy has worked with a diverse client base and loves finding solutions. In addition to his previous roles, he also obtained licenses in life, health. He also received his MBA with distinction in Finance from DePaul’s Kellstadt school of business. Above all of these distinctions, Andy has learned that empathy is one of the most essential tools an advisor can have.
Andy was born in Cedar Rapids, IA, and has learned a great deal about financial planning from his father, who is a wealth advisor with over 55 years of experience. Andy has been married to his wonderful wife, Meredith, for over 22 years. They have two exceptional children, Sara and Zach, and are parents to the sweetest golden doodle, Maggie.
When Andy is not helping his clients with their financial needs, he can be found golfing, skiing, or playing tennis.
Andy's Hometown
Cedar Rapids, IA
Favorite Food
Steak
Favorite Hobbies
Golf
Quote
“People don’t care how much you know until they know how much you care.”~ Theodore Roosevelt
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