Andrew joined Lincoln Financial Advisors in 2020 after spending eight years in the retail banking industry where he worked as a compliance officer and assistant bank manager. He graduated from Liberty University in 2012 with a B.S. in Worship and Music Studies and continues to serve at his local church as the Director of Worship and Music Ministries.
Holding a strong belief that the client advisor relationship is one built on trust and transparency, Andrew strives to be open and honest. Andrew cares deeply about helping families succeed and believes the financial planning process is crucial to this success. Helping clients identify areas where they can improve their financial outlook and create more family security is foundational to his planning ideology.
Every life stage presents new challenges and exciting opportunities! Having earned the CRPC® designation, Andrew is a student of the financial planning process and applies that knowledge to each client’s unique situation. Andrew helps his clients take actionable steps towards accomplishing their family goals.
Andrew and his wife Caitlin both grew up in the Fox Cities and have two children, William, and Sophia. His growing family loves travelling, exploring, and seeking out new adventures. Outside of the office Andrew enjoys deer and elk hunting with his Dad, running half marathons and distance races, golfing and spending time with his loved ones.
Schedule some time with Andrew