About Andrew
As an Associate Practice Integration Advisor, Andrew supports the firm’s practice-integrated wealth management team in their work of helping medical professionals, business owners, individuals, and families understand and achieve their most important financial life goals through comprehensive wealth planning.
He understands that putting together the right set of tools for a client to realize their long-term goals and achieve their vision for the future often happens best in a collaborative team environment, and that’s why he welcomes any opportunity to lend his time and talent to helping clients design and implement investment, risk management, estate planning, tax, and retirement strategies.
Andrew values personal connection and service to others, so listening and learning are hallmarks of his approach to building relationships and strategically planning around clients’ goals now and far into the future.
Prior to joining Buckingham in November 2021, Andrew was a wealth planning consultant with Capitas Financial, where he collaborated with financial advisors and insurance professionals to help provide insurance-based solutions for clients’ personal, business, and estate planning needs.
Andrew earned his bachelor's degree in finance from Butler University in 2009, and also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He lives in Carmel, Indiana, with his wife, Julia, and their children, Cooper and Emerson. Outside of work, Andrew is an avid golfer and sports enthusiast and he enjoys DIY home projects and family adventures on Lake Michigan.
As an Associate Practice Integration Advisor, Andrew supports the firm’s practice-integrated wealth management team in their work of helping medical professionals, business owners, individuals, and families understand and achieve their most important financial life goals through comprehensive wealth planning.
He understands that putting together the right set of tools for a client to realize their long-term goals and achieve their vision for the future often happens best in a collaborative team environment, and that’s why he welcomes any opportunity to lend his time and talent to helping clients design and implement investment, risk management, estate planning, tax, and retirement strategies.
Andrew values personal connection and service to others, so listening and learning are hallmarks of his approach to building relationships and strategically planning around clients’ goals now and far into the future.
Prior to joining Buckingham in November 2021, Andrew was a wealth planning consultant with Capitas Financial, where he collaborated with financial advisors and insurance professionals to help provide insurance-based solutions for clients’ personal, business, and estate planning needs.
Andrew earned his bachelor's degree in finance from Butler University in 2009, and also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He lives in Carmel, Indiana, with his wife, Julia, and their children, Cooper and Emerson. Outside of work, Andrew is an avid golfer and sports enthusiast and he enjoys DIY home projects and family adventures on Lake Michigan.