Sales Vice President
Phone: 800-382-4636 Ext. 216
As a Sales Vice President, 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 Sales Vice President 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 license and is currently working to finalize his Series 63.
Andrew and his wife, Julia, have been married since 2012 and had their first child, Cooper, in the fall of 2015. Andrew is an avid sports fan and enjoys golfing and boating in his free time