Andy works as a paraplanner, supporting the financial advisory team with investment and financial planning. His responsibilities include assisting in the financial planning process, handling money requests, doing investment research, and maintaining investment accounts. Andy graduated from Indiana Wesleyan University in December 2024 with a Bachelor's degree in Finance and Business Management. He has his Series 7 and 66 license.
Andy has lived in Fort Wayne his whole life. Andy enjoys athletic activities, but especially enjoys playing basketball and lifting. When he’s not at work Andy usually is expanding his Lego collection, reading books on history, drawing, or working at his goal of watching every Clint Eastwood movie.
*Registered Assistant of Osaic Wealth, Inc.