Associate Financial Life Advisor
Andrew joined the team at the beginning of 2019 as an Associate Financial Life Advisor. He assists in
rebalancing portfolios, administering portfolios and responding to special requests. He leads the
preparation and analysis of detailed financial plans and long-term projections for clients, as well. He
prepares detailed monthly reports, integrating illustrative charts and graphs.
Andrew is a graduate from Rollins College. Previously, he was employed at BMO Private Bank as a
Private Wealth Analyst working with wealthy individuals. He also has experience as a Mortgage Banker
with BMO Harris Bank. He enjoys using the tools he has picked up along the way to help wealthy
individuals plan for their futures. As someone who grew up in Chicago, Andrew is often enjoying himself
outdoors when he can. Whether it be at the Lincoln Park Zoo, volunteering for Paws, or ice skating at
Millennium Park you can bet the weather will not keep him down.
Email Address: firstname.lastname@example.org