Andrew Fallwell, CFA®, CFP®

INVESTMENT MANAGEMENT

“I have been married to my amazing wife Kerra for ten years, and we have two children Eli (4) and Amelia (1). We particularly enjoy traveling as a family to France and Hawaii, and are dedicated to our local church, Encounter. Finally, I fell in love with Brazilian Jiu Jitsu many years ago, and am a purple belt that competes from time to time.”

- Andrew Fallwell

Andrew is a Chartered Financial Analyst® Charterholder (CFA®) and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) who spent the last decade performing complex wealth and retirement planning for Ultra High Net Worth Families. In addition, he led investment strategy and research for the firm totaling roughly one billion in assets. Prior to that, Andrew was a bank examiner for the Office of the Comptroller of the Currency, regulating Nationally Chartered Banks.   

Andrew has the expertise to get “under the hood” and have detailed financial planning and investment conversations, paired with the ability to simplify the complex so that anyone can understand.