Andrew supports the advisors in his Associate Financial Planner role. His responsibilities range from creating financial plans to assisting the investment committee. Andrew has an important role in the construction of financial plans as well as assisting the investment committee with his investment research. His position enables him to combine his interest in financial planning and building long-lasting relationships. He is excited to be part of the team assisting clients in achieving their personal and financial goals.
Andrew graduated from Hope College Cum Laude with a B.A. in Business with an emphasis in finance. He discovered his passion for finance early on in college and has continued his interest by being on the educational track to achieve the CERTIFIED FINANCIAL PLANNER™ professional certification. He serves as an assistant hockey coach at Bloomfield Hills High School.
In his free time, Andrew enjoys playing ice hockey, golfing, and spending time with his family. He currently resides in Bloomfield Hills, Michigan.
- B.A. Business Management – Hope College
- Series 7 – General Securities Representative (inactive)
- Series 65 – Uniform Investment Adviser Law Examination
- Life and Health Insurance License – Michigan Department of Insurance
Get to Know Andrew
Favorite Food: Italian
Favorite Sports Team: Detroit Red Wings
Activities and Interests: Ice Hockey, golf, boating, fly fishing, and traveling to new places
Something You May Not Know About Andrew: Andrew played on the ice hockey team at Hope College