Andrew joined Compardo, Wienstroer & Janes at Moneta, in 2021 as a Client Service Manager, where he excels in providing exceptional financial services to clients, expanding his prior tax planning knowledge into all aspects of his client’s financial picture.
He graduated with Latin Honors from Southern Illinois University – Edwardsville, earning both a Bachelor’s and Master of Accountancy degrees. Andrew previously spent two years in public accounting, offering invaluable advice in tax planning and compliance for individuals and businesses. His commitment to professional excellence is exemplified by his status as a Certified Public Accountant (CPA).
Not only does Andrew possess a deep understanding of accounting, but he has also achieved the esteemed designation of CERTIFIED FINANCIAL PLANNER (CFP®). This comprehensive knowledge allows him to assist clients holistically, integrating financial planning strategies to help them achieve their goals.
Andrew actively supports Advisors and Partners in daily operations with an eye for detail and a commitment to providing exceptional service. He researches unique and complex financial situations for clients as they arise and ensures that clients receive informed and accurate guidance.
Andrew’s passion for his work is evident in his dedication to his client’s success. Beyond his professional endeavors, Andrew finds joy in spending quality time with friends and indulging in activities like hunting, golfing, and avidly following sports, particularly supporting the Dallas Cowboys. Andrew resides in Jerseyville, IL, with his wife, Caitlyn, and their two beloved dogs, Avery and Sadie. They are eagerly awaiting the arrival of their first child later this year.
EDUCATION
- B.S., Accounting, Southern Illinois University Edwardsville
- M.S., Accounting, Southern Illinois University Edwardsville
PROFESSIONAL DEVELOPMENT
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
