Chartered Financial Analyst
Certified Financial Planner
Andy brings a strong background in portfolio management and financial planning to his role at Phillips Financial. He works with specialty physicians to find creative solutions for issues unique to their situation. Andy’s favorite part of working with clients is providing the confidence needed to spend time and money in the areas that matter most.
A graduate of Marquette University with a Bachelor of Science in Finance, Andy began his career in institutional money management. His desire to invest in personal client relationships led him to private wealth management where he has served physicians and busy professionals for over a decade. Andy holds both his Chartered Financial Analyst and Certified Financial Planner designations.
Andy lives in Fort Wayne, Indiana, with his wife, Angie, and children, Kensley, Lainey, and Brooks. Andy enjoys exploring the outdoors with friends and family. His favorite activities include skiing, snowmobiling, fishing, and backpacking. A native of northeast Wisconsin, he still enjoys getting back to cheer on the Packers and spend time at the family cabin in the Northwoods.