Andrew is our Chief Investment Officer and Partner at Brumbaugh Wealth Management. In his role, he helps clients manage the windy road of day-to-day risk while outlining paths to financial independence. Andrew designs intelligent financial plans and programs for people of any age or financial history who are concerned about future goals or immediate needs. As he likes to say, he is the glue that keeps the firm running smoothly while providing unparalleled customer service. He has earned his Series, 6, 7, 63, and 66 securities licenses, Life and Health insurance licenses, and his LUTCF designation from the American College.
This is Andrew's first major job out of college (although he has worked in many other roles, including at his family's restaurant) and he greatly enjoys having the ability to help people and be a resource for them. It is a wonderful, fulfilling feeling that his clients see him as someone they can trust and rely on and he enjoys bringing value to their lives. Being able to help people through his work is something that will always make him very thankful for what he gets to do each and every day.
If you know Andrew, you know that he is a self-proclaimed "gym rat" and can be found working out five or six times a week. He also enjoys spending time with his wife, Nicole, and their two daughters. Andrew is actively involved in his church as an Extraordinary Minister and volunteers for other activities and events throughout the year.