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Andrew Boerma

Andrew Boerma

Financial Planner

Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.” 


Bachelor of Science in Finance– Central Michigan University 

Series 66 License

Andrew’s Words to Live By

“Stay committed to your decisions, but stay flexible in your approach.” -Tony Robbins

Personal Pursuits

Andrew is an avid outdoorsman. Archery, hunting and all kinds of sports keep him active outside of work. Time with family and wife Julie are most precious to him.