Sam Andrews has recently joined BerganKDV as a Wealth Advisor on the firm’s Wealth Management team. In his new role, Andrews partners with clients to discuss and deliver financial planning strategies that meet their specific goals and has a focus on collaborating with families on their wealth advisory needs. Andrews brings over eight years of financial experience to the firm, including a strong background working with employer-sponsored retirement plans. He is based out of the firm’s Bloomington office.
“We are thrilled to have Sam at BerganKDV,” said Matt Cosgriff CFP®, Director of Wealth Management at BerganKDV. “He has a clear passion for helping families navigate their finances and reach their goals. Sam brings valuable advisory and client service experience to our team. He has a standout ability to build meaningful connections with his clients and I look forward to seeing how his career prospers at our firm.”
Andrews received his bachelor’s degree in political science from the University of Minnesota. He is a certified Chartered Retirement Planning Counselor (CRPC) and has a Series 66 certification. Andrews also has earned licenses for life and health insurance. He is regularly involved in his community, participating in organizations such as Secondhand Hounds and Feed My Starving Children.