A graduate of Ball State University, where he earned a bachelor’s degree in finance and financial planning, Andy focuses his time on business development and portfolio management. Andy is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a title that he earned right out of college.
Andy believes wealth management isn’t just about getting investment results. It’s about getting results in every aspect of your financial life. In his eyes, that’s the differentiator, and that’s what we’re here to help you with. Because at the end of the day, that’s what matters.
“Our mission is to deliver a 1st class experience by providing value beyond a doubt in everything we do” – Andy Spears, CFP®
Andy and his wife Kara live in Indianapolis with their three daughters. They love anything outdoors and on the water. Andy and Kara wholeheartedly support the Make-A-Wish Foundation, a non-profit supporting kids with life-threatening medical conditions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.