Wealth Specialist, Senior Associate
Andy joined Wellspring in 2021, and currently serves as a Wealth Specialist. In this role, he works within a planning team to provide comprehensive wealth management services, including financial and estate planning, tax preparation, and investment reporting, for high-net-worth individuals and families.
Andy earned his Bachelor of Business Administration in Finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Andy is active in his community, supporting several local community causes, including serving on Engage! Cleveland’s Leadership Council.
February 18, 2022
Long-Term Care Insurance