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Andrew Herzog

Associate Wealth Advisor

The Watchman Group Inc

United States, Texas, Plano

About Me

Andrew is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their advisors to develop, execute, and maintain strategic financial plans to achieve their personal and financial goals. Prior to joining The Watchman Group, Andrew worked with various registered investment advisors in the Dallas area on tax planning, estate planning, insurance, and portfolio management. Andrew grew up in Dallas with his older brother, Taylor, earned his BA in Business Leadership from the University of Dallas, and has settled down in Irving with his wife and firstborn son. Outside the office, Andrew spends quality time with his family, tackles home improvement projects, and plans his next trip to Hawa

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Profile Information

Associate Wealth Advisor

The Watchman Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

Jul 6, 2025

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