Andy has been in the financial services industry for over 10 years and has spent time in an array of disciplines during that time. The bulk of his experience was in the insurance and financial planning industry, while spending the past couple years working as an advisor with a hybrid RIA.
Andy was part of a development team in a local office of a large insurance carrier where he built from scratch a financial planning department which served as a concierge service to insurance and financial advisors. During this time, Andy observed how advisors communicated recommendations and implemented solutions. As an advisor, Andy focused on creating a strong foundation centered around goals for the now and for the future.
With his background, Andy believes that there are many factors to consider when reviewing a client’s financial picture. Integrating investment and asset allocation with tax planning, reviewing risk management strategies and understanding behavioral aspects are all part of what Andy considers a comprehensive financial picture.
Andy is a West Michigan transplant who grew up in bustling South Dakota, and graduated from the University of South Dakota, with stops in Missouri and the United Kingdom along the way. He resides in Grand Rapids with his wife and two daughters. When Andy isn’t in the office he enjoys golf in the summer, and hockey in the winter. He is lifelong fan of the Detroit Red Wings, the Minnesota Twins and Minnesota Vikings.