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.

This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 575, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

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