Andy Baxley, CFP®, CIMA®

“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays.” -Morgan Housel

As a Colorado native, I feel most alive when I’m enjoying nature with my wife and our extremely fluffy dog, Allan. Here in Chicago, we love to walk along Chicago’s beautiful Lakefront Trail and spend lazy afternoons swimming and reading at Promontory Point.  I also love traveling and spent much of my twenties living in Seoul, South Korea.

As a former teacher, I have a passion for learning and can often be found working my way through new degrees, designations, and courses.  I am proud to have recently completed Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy.  Studying under some of the preeminent financial planning and financial therapy researchers has been an extremely rewarding intellectual journey. Currently I am working on the Certified Financial Transitionist designation, which will give me more tools to help clients going through life-altering periods of personal change.