Andy joined the Pinnacle team as an Investment Coordinator in our Columbus office. His responsibilities include work at all levels of portfolio management and enhancing businesses’ 401(k) plans. He also enjoys assisting our Wealth Managers and CPA partners preparing comprehensive financial plans for our Columbus area clients.
Andy earned a Financial Management Degree from Franklin University with an additional major in Financial Planning. He earned his CRPS® designation from the College for Financial Planning and is currently working toward his CFA® designation.