As a Client Account Specialist, Andrew works closely with JNBA clients on a daily basis. His duties range from helping with an account transfer to proactively tracking progress on a financial planning to-do to ensure we are fulfilling all of our clients’ needs. Andrew’s attention to detail and enthusiasm for his role are apparent to both clients and his colleagues.
Andrew joined the JNBA Team in the fall of 2014. A Minneapolis transplant, he graduated from the University of Wisconsin-Madison with a Bachelors of Business Administration – Finance & Investment Banking and Management.
When he’s not at work, Andrew loves to cook!
He also enjoys being involved with his local community by volunteering with the United Way, Special Olympics, and Greyhound Pets of America.
Favorite quote: “You are what you think.”