Andrew Moulton, MBA, CRPC
Senior Vice President
Carmel, IN
Andy's experience in the field of financial planning and wealth management spans over 17 years, having handled investment portfolios of various sizes and complexity. He continues to help individuals and business owners develop strategic, long-term wealth plans.
Andy believes that wealth management is a process and a partnership built on trust and integrity. He approaches that process by gaining clarity about a client's current situation – identifying core values, defining future goals, and developing a strategy that aids them in pursuing their financial goals.
Without obligation to any proprietary products, he is able to make decisions with the interests of the client in mind. Knowing that life events do have altering effects on finances, he is committed to providing periodic reviews and helping clients navigate unforeseen obstacles in their financial plans. Andy's professional motto is: “We measure our success, by yours.”
Andrew holds undergraduate degrees in Finance & Economics from Central Michigan University and an M.B.A. in Leadership from Butler University. Andrew enjoys a variety of outdoor activities including hunting, fishing, golf & basketball. He and his wife Kelly enjoy spending time together with their 3 children at their home in Carmel, IN.