Broker Check
Andrew Sheard, CFP®, ChFC®, CLU®

Andrew Sheard, CFP®, ChFC®, CLU®

Financial Planner

Andrew builds comprehensive financial plans to maximize clients’ lifestyles and goals through risk mitigation, investment allocation, and tax planning. He graduated from Hillsdale College in 2019 with a Bachelor of Arts in Financial Management. In 2022, he completed his CERTIFIED FINANCIAL PLANNER™ Professional certification as well as the Chartered Financial Consultant® and Chartered Life Underwriter® designations with the American College of Financial Services. Andrew has a fiduciary responsibility to his clients and holds the Series 66 and 7 licenses in addition to various state licenses. He enjoys serving his local community in youth outreach; hiking and camping with his wife, Lauren; playing basketball; and hunting.

CFP® Professional Certificate

ChFC® Credential

CLU® Credential