CFP®, RICP®, CAP®, MBA, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping clients achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual needs, values and goals.
Andrew earned a Master of Business Administration from Augsburg College and a Graduate Certificate in Personal Financial Planning from Kansas State University. He also holds a bachelor’s degree in Business Management from The College of Saint Scholastica. They have since recognized him with the Young Alumni Achievement Award, as well as one of only 100 people inducted into their Century of Saints. Andrew is also a seven-time winner (2014-2020) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Andrew resides in Stillwater where he loves spending time with his wife and two sons. He also enjoys volunteering with Gillette Children’s Specialty Healthcare where he serves on their Philanthropy and Advancement Committee.
The St. Croix Valley Financial Advisory team is located in our Woodbury, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018, 2019 or 2020 FIVE STAR Wealth Managers.