1001 Chestnut Hills Parkway
Fort Wayne, IN 46814
Andy brings a strong background in portfolio management and financial planning to his position as a financial advisor at Larson Financial Group. He is motivated each day to help provide assurance to clients that they are on the right track financially. It is an all too common occurrence to find physicians using a financial blueprint that doesn’t give them the best chance to meet their long term goals. Andy has said, “Complex investment strategies grab the headlines, but an advisor delivers true value through his comprehensive planning knowledge.” He believes physicians often miss out on low hanging fruit by trying to chase hot stocks and time the market. Andy works with his clients to redirect their attention to tax management, portfolio risk, Social Security claiming strategies and other proven planning techniques.
Andy began his career in institutional wealth management. The idea of managing large amounts of money provided an initial thrill, but he quickly learned that his true passion was working with clients personally to reach their unique goals. Larson Financial Group provides the perfect platform for him to serve his clients. Larson allows Andy to offer independent, objective advice on a multitude of services that are important to physicians.
A graduate of Marquette University with a Bachelor of Science in Finance, Andy participated in the nationally recognized AIM program (first undergraduate partner with the CFA® Institute). He is a CFA® charterholder and enjoys talking investment strategy. Andy received his CFP® after transitioning to private wealth management. His financial planning interests and research focus on tax efficient portfolio management and best practices for physicians as they prepare to take income during retirement.
Andy lives in Fort Wayne, Indiana with his wife, Angie, and daughter, Kensley. Out of the office, he spends his time hanging out with family, reading and doing any type of outdoor activity. He grew up in northeast Wisconsin and still enjoys getting back to cheer on the Packers and spend time at the family cabin in the Northwoods.
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