Principal and Chief Investment Officer.
In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi Freedom.
Bachelor of Science in Management and Master of Science in Finance – Purdue University, West Lafayette, IN
Master of Business Administration – Winthrop University, Rock Hill, SC
Military Education – Infantry Officer Basic, Infantry Mortar Leader Course, Anti-Armor Leader Course, Three Army Mountain Warfare Schools
Chartered Financial Analyst®
Member Board of Directors, Investment Committee Chair
Volunteer, service projects in Warsaw, IN and in Chicago, IL
Volunteer, various disaster relief efforts in the U.S. and Asia
Andy’s Words to Live By
Do you know what investing for the long run but listening to market news every day is like? It’s like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill.
Andy loves being active outdoors with his wife, Caroline. It is his personal goal to summit all fifty-three of Colorado’s 14,000-foot peaks (and he is well on his way). Andy also plans to hike the John Muir Trail but, for now, he has the new joys of fatherhood to explore and enjoy.
“Fortune’s Formula” by William Poundstone
“Adaptive Markets” by Andrew Lo
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email firstname.lastname@example.org.