Andrew Scott Polzin, CFP^®

Andrew strives to understand the uniqueness, varying backgrounds, and experiences of all clients. As a continuing learner of the financial planning and advising industry, he takes pride in understanding and providing clarity to clients' financial needs and goals. Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. Coming from a board accredited program, Andrew became a CERTIFIED FINANCIAL PLANNER® within two years of his career. Andrew’s previous role was a Finance Intern for an RIA out of New Jersey where he focused on the financial planning side for clients. When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with his family and friends. Andrew can also be found cheering on the Milwaukee Brewers, jumping around at Camp Randall on Saturday’s, and catching a local concert.

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Sudden Wealth