Andy Meyer

Andy brings extensive experience helping professionals, business owners, and families navigate retirement planning and complex financial decision-making.

Andy is passionate about building strong, collaborative relationships with his clients. He takes a coordinated, team-based approach to wealth management, helping streamline the many moving parts of a client’s financial life so they can focus on what matters most. From day-to-day planning to navigating life’s unexpected transitions, Andy works closely with clients to develop strategies aligned with their long-term goals, values, and vision for the future. His goal is to provide clarity and confidence so clients feel supported through every stage of life.

Professional Designations and Associations

  • Bachelor’s Degree in Finance and Marketing | Concordia University Wisconsin

Personal Life

Andy enjoys spending time outdoors with his family and friends and is actively involved in his children’s activities. He loves traveling with his family, attending live music events, trying new restaurants, and cheering on his favorite sports teams. He also enjoys staying active through golf, hockey, and spending time on the water.