As a Client Account Specialist, Andy works closely with clients to execute account transfers, track progress on financial planning to-dos, and help ensure all client needs are fulfilled in a timely and efficient manner.
“Being an advocate means aligning our efforts with the client’s goals and holding each other accountable until those goals are achieved.”
Prior to joining JNBA, Andy worked as a business analyst at a global asset management firm in the Twin Cities. Before moving to Minneapolis in 2016, Andy worked in Milwaukee as a mutual fund specialist at U.S. Bank, providing customer service for mutual fund companies and their shareholders. He earned his Certified Financial Planner™ designation in 2022.
Andy has a bachelor’s degree in marketing and finance from the University of Wisconsin-La Crosse. Andy and his wife, Sophie, live in South Minneapolis with their dog, Prince. In his free time, Andy plays drums and guitar and enjoys cheering on Wisconsin sports teams.