Andy is the firm’s founder and President and has been advising clients for over 25 years. He has testified before Congress as an industry expert on the economy’s impact on retirement savings and worker benefits. Andy served on the Program Faculty for the Certified Financial Planner™ Certification Education Program at The Ohio State University. He also has served in an Adjunct Faculty position for the College for Financial Planning in Denver, Colorado. Andy has served as the Chair of the Government Relations Committee for the Financial Planning Association at the national level, and was a recipient of the Business First Forty Under 40 Award. Andy’s passion and leadership in the community led