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® and Chartered Advisor in Philanthropy® who has been with Wealth Enhancement Group since 2007. His love of learning and for helping others achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each client’s individual needs, values and aspirations.
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 (2014-2021) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
He resides in Stillwater and loves spending time outdoors with his wife and two sons throughout the St. Croix River Valley. In his free time, Andrew also volunteers as an University of Minnesota Extension Master Gardener and also serves on the Finance Team and Congregational Council at his local church.
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, 2020 or 2021 FIVE STAR Wealth Managers.