Aaron McAndrew AIF®, CRES


I once wrote the curriculum adopted by my former school district for the personal finance course, which I taught at the high school level for six years. My unique experience as a teacher helps me educate people about financial planning in a way that’s easy to understand, even for beginners. By teaching people the “why” behind their investments, my clients are better-prepared to work towards their ideal retirements.

Meeting new people and learning about their lives is the highlight of my day. I believe communication is key to successful relationships and financial plans. I ensure that the families I serve clearly know the purpose of their plan, while also reassuring them that they have someone to talk to if they ever need help.

Outside of work, I enjoy coaching The Louisville Track Club, a non-profit Track and Field team with over 120 members ages 8-18 that focuses on developing athletes to compete in local, state, and national championship meets.  I also enjoy spending time with my wife, Pam, and two daughters, Addison and Brooklyn.