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. His primary role at Central Trust Company is to help clients implement customized investment plans while incorporating income tax and estate planning strategies.
Andy obtained his Certified Financial PlannerTM Professional (CFP®) designation in 2012. The CFP® certification is the most recognized in the industry for personal financial planning, and only 17% of all financial advisors can use the distinction. He also earned his Master’s Degree in Personal Financial Planning and the only individual in southwest Missouri to carry the Master Planner Advanced StudiesSM (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. He also enjoys being engaged in his community. He is most active in his role as vice chairman of the Springfield Sister Cities Association and co-chair for its Tlaquepaque, Mexico committee. 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.
