Financial Plannner

Andy knows that our clients have worked tirelessly to finally enjoy the fruits of their labor in retirement, and he’s motivated to help them explore their dreams instead of deferring them. He’s equally excited to be part of Peak Retirement Planning — drawn to the firm’s vibrant culture that fosters both personal and professional growth.

Andy was inspired to join the financial services industry because of his love of helping people and his knack for numbers. It was during an internship before his junior year at The Ohio State University that he discovered his passion for financial planning. After graduating from Ohio State with a Bachelor of Science in financial planning, Andy built a rich professional career, including roles as financial advisor, head of sales at Facet Wealth and regional VP at Meeder Investment. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Outside the office, Andy is all about balance and fun. Whether he’s cheering on the Buckeyes, Browns or Blue Jackets, playing golf or pickleball, or attending country music concerts, Andy enjoys a full and varied life. He’s also an avid game player, with poker and euchre being his favorites. Andy lives with his wonderful wife, Ashley, and remains close to his parents and sisters.