Andy Garrison, CFP®, CSRIC, CRPC®, BFA

Senior Wealth Advisor
Chicago, Illinois|Kansas City

Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered SRI Counselor™, a Chartered Retirement Planning Counselor™, and a Behavioral Financial Advisor™.

Experience and Education

Andy develops financial solutions to help clients achieve their long-term goals. He strives to serve as a financial coach, advocate and planner to help clients align their money with what they value most so they may live a life by design not by default. Andy specializes in working with professional pilots and has an understanding of the challenges they face. He has more than a decade of experience serving as a financial and investment advisor.

Prior to joining Mariner Wealth Advisors, Andy held financial advisory positions at a local registered investment advisor firm and Charles Schwab. He began his career with Ameriprise Financial.

He has a bachelor’s degree in economics from the University of Kansas and an MBA from Baker University. He holds an Executive Certificate in Project Leadership from Cornell University.

Accolades

Andy is the author of “Million-Air: Strategies for Pilots to Build Significant Wealth.”

Personal Interests

Andy has his pilot’s license and enjoys flying and aviation. He is involved with several nonprofits and his church.

 

Andy’s Offices

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