![]() Prior to joining StrongBox Wealth, Andrew gained specialized experience serving as Prime Capital Investment Advisors’ Director of Financial Planning where he delivered the firm’s financial planning strategies to its clients. He also specializes in the development of efficient corporate retirement plans. ![]() He guides clients through a discovery process to develop and maintain their financial goals and objectives through advanced retirement, tax, charitable, and cashflow planning. As a leader in delivering the SBW experience for existing and new client relationships, Andrew has a passion for partnering with business owners, executives, and rising young professionals in developing sophisticated solutions to complex financial problems. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.Īndrew joined SBW as a Wealth Advisor in May 2021. ![]() from the University of Missouri–Columbia in ’03 and ’06 and lives in Lee’s Summit, Missouri, with his wife Kelly and three energetic children, Olivia, Reese, and Brockton. With a passion for regional small business success and early childhood education, Jon served 7 years on the Board of Directors for the Lee’s Summit Chamber of Commerce, serving as the Board Chair in 2019, and three years with the Lee’s Summit Educational Foundation’s Advisory Board. As a Founding Partner and Wealth Advisor for StrongBox Wealth, Jon is dedicated to a true understanding of a client’s driving desires and rooted concerns and embraces a holistic approach to asset management and client centered, tax smart, risk first financial advice. As a Certified Private Wealth Advisor® and Accredited Investment Fiduciary ® professional, Jon has been delivering prudent financial advice to affluent families, business owners, non-profit organizations, and institutions since 2010.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |