Wealth Planning Consultant
Phone: 800-382-4636 Ext. 216
As a Wealth Planning Consultant, Andrew helps successful financial professionals identify, evaluate and implement insurance based wealth management solutions for their most important individual and business clients when appropriate. Andrew brings experience in the areas of insurance product analysis and case design, wealth transfer planning, estate planning, IRA distribution planning, business and protection planning. Prior to being named a Wealth Planning Consultant with Capitas, Andrew was an Internal Insurance Specialist for 4 ½ years and still continues to do case design.
Andrew received his Bachelor of Science in Finance from Butler University in Indianapolis in 2009. He holds Life, Health and LTC licenses. He also has a Series 6 and 63 license.
Andrew and his wife, Julia, have been married since 2012 and have two children - Cooper and Emerson. Andrew is an avid sports fan and enjoys golfing and boating in his free time.