Andrew Ish, CFA®, CPA, CFP®
"The most rewarding part of my job is developing close relationships to help alleviate financial concerns by reviewing your entire financial picture and creating a roadmap to achieve or maintain financial security."
Andrew has worked in the financial industry since 2009 and has expertise in comprehensive financial planning, investing, and tax planning. He earned a Master of Professional Accountancy and B.B.A. in Accounting from UW-Whitewater. He is a CFA® charter holder (CHARTERED FINANCIAL ANALYST®), CPA (CERTIFIED PUBLIC ACCOUNTANT), and CFP® practitioner (CERTIFIED FINANCIAL PLANNER™). He is a member of the CFA Society Milwaukee and volunteers with the Economic Awareness Council, a financial literacy program for students with limited resources.
Outside of financial planning, Andrew enjoys all Wisconsin offers including biking, camping, fishing, and cheering on local sports teams. He also enjoys traveling, museums, podcasts, reading, volunteering, and playing sports.