Andrew Sherwin, CFP®, CPA Sr. Investment Advisor

Passionate about helping families plan for the future, Andrew Sherwin has assisted hundreds of retirees in creating comprehensive retirement plans.

Andrew grew up in Clear Lake, Iowa, and attended a small farm school at the west end of the lake. He graduated from Iowa State University, where he earned a degree in accounting.

Andrew worked with General Mills for 16 years, focusing on risk management, finance and operations. He went on to work with MoneyGram for 12 years before moving into the financial services industry. For over 13 years, he has been working with wealth management firms to advise clients how to help preserve their wealth.

Andrew has been blessed with four wonderful children. You can find him spending time outside playing golf, hiking, reading and enjoying time with family and friends.

Andrew is Series 65 licensed and holds a life insurance license in Minnesota and Wisconsin.

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