Client Project Manager
Andy has been working with clients in the financial industry since 2016. In spring of 2018, he brought his experience to Wealth Distribution Strategies. He serves as a Client Project Manager providing support to our advisors and client relationship managers with our new software systems, handling client requests, along with many other activities. You will be in contact with Andy ever increasingly as he continues his certification education to become an advisor as our company continues to grow. Andy is a motivated young man who is eager to learn as he continues his career with us.
Andy graduated from UW-Madison in the spring of 2015 where he earned Bachelor of Arts degree in Economics. Recently purchasing a home to set some roots in Madison, Andy loves spending time on State St. and enjoying the city’s comedy and music scene. If he is not downtown you can find him outside playing soccer or just enjoying the day on the lake with his fiancé and new puppy.