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 currently holds his Wisconsin Life & Health insurance licenses.He also hold his series 7 license and is currently pursuing his series 66 license.
Andrew assists our advisors in building comprehensive financial plans and helps facilitate a seamless client onboarding experience. Some of his specific responsibilities include inputting data in our advanced financial planning software, acting as a client liaison and is particularly passionate about building financial plans and developing design strategies tailored to each individual client.
Andrew and his wife Caitlin both grew up in the Fox Cities and have two children, William, and Sophia. Outside of the office he enjoys deer hunting with his dad, running half marathons and distance races, golfing and spending time with his family and loved ones. He is also actively involved at his local church serving as the Director of Worship and Music Ministries.