Andy has worked in the financial services industry since 2004. He has experience in multiple disciplines of finance, including banking, insurance, and credit analysis. Andy began his career in asset management and financial planning in 2007, and joined Central Trust Company in 2015. His primary role is to help clients implement customized investment plans while incorporating income tax and estate planning strategies.
In 2012, Andy obtained his Certified Financial Planner (CFP®), the most recognized financial planning designation in the industry, with only 17% of all financial advisors able to use the distinction. He is also the only individual in southwest Missouri to carry the Master Planner Advanced Studies (MPAS®) designation.
Education & Certifications
- Master of Science in Personal Financial Planning, College for Financial Planning®
- Bachelor of Science in Business Administration, Drury University
- Associate of Science in Business Management, Drury University
- Certified Financial PlannerTM Professional (CFP®)
- Master Planner Advanced StudiesSM (MPAS®)
Interests & Activities
Andy enjoys playing guitar and competitive sports. In his spare time he operates an online tea business found at BlendForThat.com; a hobby turned side business. He also enjoys being engaged in his community, where he is most active in his role as president elect of the Springfield Sister Cities Association. He is a member of Springfield Chamber’s Young Professionals Network, a charter member of the Chamber’s International Business Council, and a member of the Financial Planning Association of Greater Kansas City.
Andy grew up in Paraguay (South America) as a missionary kid, and he is fluent in Spanish. He’s traveled to several countries in South America and has many friends around the world. He enjoys vacationing in Florida where he visits his immediate family who live in Tampa. He and his wife, Lori, are proud to call Springfield home.
