Associate Advisor
Andrew Polzin strives to understand the different backgrounds, experiences, and needs of all clients. As an enthusiastic learner and student of the financial planning industry, he takes pride in understanding and providing clarity to clients’ various planning objectives.
Andrew graduated from the University of Wisconsin-Madison in the School of Human Ecology with a degree in Personal Finance: Financial Planning along with a Certificate in Entrepreneurship from the School of Business. He is currently working towards becoming a Certified Financial Planner®, coming from a board-accredited program. Andrew has previously worked as a Finance Intern for a Registered Investment Advisor (RIA) based in New Jersey where he focused on the financial planning needs of the firm’s clients.
When not in the office or meeting with clients, Andrew enjoys traveling and exploring the various outdoor attractions and landscapes Wisconsin has to offer with the people that mean the most to him. Andrew can also be found cheering on the Milwaukee Brewers and jumping around at Camp Randall on Saturdays. He is also working on his golf game to eventually keep up with Brian. (Which shouldn’t be too difficult….)