Andrew brings nearly two decades of experience in the financial services industry to his practice at Sagemark Consulting, where he has served clients since 2020. His background spans retail banking, regulatory compliance, and client relationship management — experience that shaped his client-first philosophy and his appreciation for the discipline and rigor that sound financial planning demands.
Andrew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification — the standard of excellence in financial planning — along with the Chartered Retirement Planning Counselor (CRPC®) designation. These credentials reflect his deep commitment to the financial planning profession and his dedication to delivering sophisticated, client-centered guidance across all areas of personal finance.
At the core of Andrew's practice is a belief that sound financial planning is the cornerstone of long-term financial security. He works closely with clients to develop personalized, goals-based financial plans that address every dimension of their financial lives — from cash flow management and risk mitigation to retirement income strategies and wealth accumulation. By identifying gaps, uncovering opportunities, and translating complex financial concepts into clear, actionable steps, Andrew empowers clients to make confident decisions at every life stage.
Andrew's approach is grounded in trust, transparency, and a genuine care for the people he serves. He views the client-advisor relationship as a long-term partnership built on open and honest communication — one in which clients feel informed, supported, and in control of their financial future.
Andrew holds a B.S. from Liberty University and remains actively involved in his community, serving as the Director of Worship and Music Ministries at his local church. He and his wife Caitlin are proud Fox Cities natives raising three children, and their family shares a love of travel, exploration, and new adventures.
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“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”