I founded Two Trails Financial Planning to help thoughtful mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.
-Former teacher
-9+ years of experience in financial services
-Master of Science in Financial Planning and Financial Therapy
-Named one of Money Magazine’s “Best Financial Planners”
-Certified Financial Planner (CFP®) professional
-Certified Friendly and Approachable Person (CFAP)*
-Proud husband and father
*I definitely made this one up, but it’s true!
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Master of Science in Financial Planning (MSFP)
Affiliations
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
Click the 'Talk with Andy' button above to schedule a free introductory call so that we can get to know each other better. Not sure if you’re a good fit? No problem, let’s connect and we’ll decide together. My goal isn’t to “sell” you, it’s to make sure you get the help you need, whether it be from me or a trusted referral.
Offers Investment Management
Yes
About our Firm
If I've done my job well, our work together won't just give you the peace of mind of knowing that you’re on the right track (though that's a great start!). It will help you think bigger and question the status quo.
I’m not all that interested in what you “should” be doing or what everyone else is doing. I am, however, totally fascinated by what YOU want from your life and your money. Whatever that is, I’m committed to helping you make it a reality. And if you aren’t sure what you want, I’m trained to help with that as well.
Because in the end, true wealth is about so much more than numbers. It's about building a life you can be proud of alongside the people you love most.
There are two ways to work with us:
Summit Wealth: Comprehensive financial life planning, tax planning, and investment management (starts at $5,000/yr.)
Base Camp: A 3-month financial life planning deep dive to prepare you for the journey ahead (starts at $3,500)
Education
Kansas State University, Master of Financial Planning (MSFP), Advanced Financial Planning and Financial Therapy | Colorado State University, Bachelor of Science, Psychology
Awards and Honors
Money Magazine "Best Financial Planner" for 2024-2025
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