About Andrew
Andrew is a Wealth Adviser in Focus Partners' Chicago office. He specializes in client asset allocation, investment planning, and strategy. With expertise in financial planning, he works closely with clients to identify their short and long-term financial goals, helping them establish a financial plan and create an investment portfolio suited to their objectives.
Education and Professional Milestones
-Bachelor of Science in Accounting and Finance from the Kelley School of Business at Indiana University
-Certified Public Accountant in Illinois
-Chartered Financial Analyst and a member of CFA Society Chicago
Andrew is a Wealth Adviser in Focus Partners' Chicago office. He specializes in client asset allocation, investment planning, and strategy. With expertise in financial planning, he works closely with clients to identify their short and long-term financial goals, helping them establish a financial plan and create an investment portfolio suited to their objectives.
Education and Professional Milestones
-Bachelor of Science in Accounting and Finance from the Kelley School of Business at Indiana University
-Certified Public Accountant in Illinois
-Chartered Financial Analyst and a member of CFA Society Chicago