Andy has worked in the financial services industry since 2004. Prior to joining Merrill Lynch Wealth Management in 2013, Andy worked as a licensed personal banker, branch manager, and financial advisor at JPMorgan Chase in Chicago. He then moved back to Quincy and worked at Heartland Bank & Trust as a commercial loan officer and business development manager. He is a graduate of Quincy Notre Dame and Quincy University. Andy remains active in the community by serving on the Quincy Area Salvation Army advisory board, as a past-president and current board member of the Quincy University Mart Heinen Club, a member of the Quincy University Hall of Fame Committee, as a former director for the Quincy Notre Dame Fund Drive, as a mentor on the CFP® Board, and as a member of Gem City Breakfast Kiwanis. Andy enjoys golf, baseball, and spending time with his wife Michaela and their three dogs.
Andy focuses on wealth planning and works closely with his clients to build a customized strategy based upon their financial goals. He draws from his banking, lending, and planning experience to help clients manage both sides of their balance sheet. He works closely with clients to put a plan in place that is regularly updated and reviewed. He aims to develop lasting relationship through consistent communication and outstanding customer service.
Andy follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.
*Banking and Lending Services are through Bank of America, N.A.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.