Andrew is a Private Wealth Advisor and holds a Chartered Financial Analyst (CFA®) designation. In his role at Spahn Financial, Andrew provides clients with financial planning strategies, investment guidance, and risk management strategies to help them achieve their financial goals. Before joining the firm, Andrew was a Senior Portfolio Advisor at Merrill Lynch and a Vice President at J.P. Morgan Private Bank. In those positions, he worked with high-net-worth individuals and families, providing comprehensive financial planning, overseeing investment portfolios, and developing risk management strategies to preserve and grow wealth over generations.
Andrew is a graduate of Indiana University and lives in St. Charles, IL, with his wife, Anna, and their two children, Gavin and Miles. When he's not in the office, Andrew can be found outdoors skiing, golfing, and fishing.