Financial Advisor Associate
Andrew began his financial services career in 2014 at Mariner Wealth Advisors. He joined UBS in 2017 as a Wealth Planning Associate, where he worked with financial advisors throughout the UBS Midwest market to help clients pursue goals through comprehensive financial planning. In 2020, he joined Midwest Wealth Management Partners and works with business owners, multigenerational families and select individuals as a trusted advisor.
Prior to financial services, Andrew worked at Lockton Companies in the Health and Welfare practice. Andrew earned a bachelor's degree from The University of Kansas and a Masters of Science in Finance with a Financial Analyst Concentration from The University of Missouri-Kansas City.
Andrew coaches youth boys lacrosse for The Pembroke Hill School, is an active member of The Children's Mercy Hospital Donald H. Chisholm Planned Giving Council and Mercury Club, and enjoys time with his wife, Megan, and their two children, Henry and Vivian.
Financial Advisor Associate
Andrew began his financial services career in 2014 at Mariner Wealth Advisors. He joined UBS in 2017 as a Wealth Planning Associate, where he worked with financial advisors throughout the UBS Midwest market to help clients pursue goals through comprehensive financial planning. In 2020, he joined Midwest Wealth Management Partners and works with business owners, multigenerational families and select individuals as a trusted advisor.
Prior to financial services, Andrew worked at Lockton Companies in the Health and Welfare practice. Andrew earned a bachelor's degree from The University of Kansas and a Masters of Science in Finance with a Financial Analyst Concentration from The University of Missouri-Kansas City.
Andrew coaches youth boys lacrosse for The Pembroke Hill School, is an active member of The Children's Mercy Hospital Donald H. Chisholm Planned Giving Council and Mercury Club, and enjoys time with his wife, Megan, and their two children, Henry and Vivian.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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