Andres a Senior Associate in the Chicago office and has twelve years of experience in wealth management, serving as a support specialist as well as a Financial Advisor to high net worth clients. His specialties include working with clients on building portfolios, retirement planning, charitable giving, and leaving a lasting legacy. Andres is a Financial Wellness Coach helping employees with their retirement planning and other aspects of their financial lives. In addition, he works with the team to research external company retirement plans.
Prior to joining Cerity Partners, Andres worked in various wealth management roles at Merrill Lynch, Northern Trust, and JP Morgan.
He earned a Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign and a Masters of Business Administration from Northern Illinois University.
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