Andrew Carter
Client Service Specialist
Andrew’s goal for his clients is simple: to help them live their best lives. Whether tackling a complex problem, or providing steady support behind the scenes, his persistence, motivation, and responsive service delivers peace of mind.
In his previous role, Andrew served as a retirement specialist for a global financial services firm, where he supported financial advisors and third-party administrators with plan compliance and auditing. His certifications include Qualified 401(k) Administrator and Retirement Plan Fundamentals 1 & 2 from the American Society of Pension Professionals and Actuaries.
Andrew graduated from Indiana University, Bloomington with a degree in management and economics. He is an ardent Pacers basketball fan and loves Kan Kan Arthouse Cinema, The Riviera Club, acting, reading the Wall Street Journal, and golf. He and his fiancée, Jennifer, share a toy poodle name Archie and stepchildren Braelyn and Delaney.
