Andrew Lynch
Director, Wealth Management
Andrew seeks to help clients lead rich and fulfilling lives by empowering them to make positive financial decisions that help them achieve their goals.
Andrew assists high net worth individuals and business owners in managing their wealth in an efficient, cost-effective and tax-sensitive manner. Passionate about educating clients and making complex financial topics easy to understand, he takes a holistic view of each client’s wealth, seeking to understand their values, goals and circumstances, in order to develop a comprehensive financial plan that forms the basis of their investment strategy.
When not “geeking out” over investment research, Andrew enjoys reading, watching old sit-coms and spending time with his wife and three daughters.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Registered Investment Advisor Representative (Series 65)
- Financial Planning Association
- Estate Planning Council of Elkhart County
EDUCATION
- Master of Science, Business, cum laude, University of Notre Dame
- Bachelor of Arts, Philosophy, University of Notre Dame
