Andrew Hearne, Awma personal email
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After working my way through college for the athletic department at the University of Missouri earning a degree in business, I came to Kansas City in 2001 to work with the Chiefs coaching staff to analyze data and put together their game plans. I spent 6 seasons in the NFL before taking my data analytical skills onto the field of finance to formulate game plans and coach clients as their Financial Advisor until becoming the head coach of my own full service fiduciary financial planning & investment advisory firm.Much like any good coach, a good advisor must know all the plays in the play book. A great one knows how to call the right plays at the right time. But the ELITE have the innate ability to truly understand what it takes to help their clients succeed.The ability to patiently listen & genuinely hear what’s really important to them. In the process earning their utmost trust by always being there, available with the strength to inspire, motivate & take care of them. The truly talented take complex concepts & concisely communicate in a way to empower individuals with the knowledge to make key decisions at crucial times. They instill into people the confidence to execute an ingenious game plan they’ve created together with precise detail. The "top notch" are uber-organized & persistently follow through with great passion. They surround themselves with other innovative professionals to achieve a shared common goal. The "best of the best" make calm, insightful decisions even when under great stress.These are the unique talents I bring to you as the Head Coach of your financial life. A meaningful endeavor that I hold very close to my heart. It’s a rewarding experience to serve clients in actualizing their financial dreams while allowing them to enjoy a great lifestyle along the way. A dutiful privilege to be honored with and I treat it as such.
Andrew Hearne - Wealth Management Advisor
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Wealth Management AdvisorAndrew Hearne - Wealth Management Advisor Jul 2007 - PresentKansas City Metropolitan AreaWHAT I DO:Strategic Financial Planning—A creative, confidential & collaborative process accounting for all aspects of your financial life & major life events. Clearly communicated with care.Tax Minimization Strategies —Taxes are at all time lows. Red light special. But bound to go up. I can tell you exactly when they rise, how to capitalize on the current opportunity and teach you how to get to a zero tax rate in retirement.Investment Advisory—When you go on vacation, you have to think some things through in advance. “Where are going? How long will we be there? What will it cost?” The same holds true for any financial journey. The Strategic Financial Plan can help determine those variables, but what mode of transportation makes sense? What investment vehicle is most effective for this journey? If a car makes the most sense, how fast do we need to drive? No sense in driving 100 MPH and possibly crashing when 70 gets us there in plenty of time. And how much fuel do we need to put into this investment vehicle? Sound investment advice will determine that part of the travel agenda.Protection Planning—What are the potential speed bumps, road blocks, traffic jams and detours on the way. How can we plan accordingly? Along with inflation, taxes & market risk come unexpected accidents on our path. Major life events such as loss of a loved one, loss of income, failing health, assisted living, critical care, etc. can blow up our plan pretty quickly. Proper protection & estate planning will serve as our roadside assistance.Together we can formulate and execute a strategic travel itinerary to actualize your financial dream journey and enjoy a smooth, comfortable ride along the way.https://m.facebook.com/AndrewHearneAdvisor/?ref=bookmarks
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Financial Advisor, Founder & Managing Member Of A.C. Hearne & Co, LlcLpl Financial 2013 - 2018Kansas City Metropolitan Area• Established a truly independent comprehensive financial planning firm (A.C. Hearne & Co, LLC)• Developed a name, brand & reputation in the local community garnering Dave Ramsey’s Endorsed Local Provider designation & Better Business Bureau accreditation.• In a short amount of time, transitioned & grew a self-supporting fiduciary fee based practice.• Managed all aspects of operations & development for an independent financial firm. Including, but not limited to: Business Development, Client Relations, Wealth Management, Investment Advisory & Financial Planning Services.• Enhanced depth & breadth of knowledge of all financial products at the disposal of an independent financial advisory practice.• Deepened & cultivated life-long relationships with clients, centers of influence & strategic business partners in the Kansas City area & beyond. -
Financial AdvisorWaddell & Reed 2007 - 2013Kansas City Metropolitan Area• Handled the operations, marketing, business development, investment research & management for a book of business of 400+ households & 750+ accounts on the “Choice” brokerage platform.• Grew annualized revenue from $500k GDC to $750K GDC in 30 months.• Converted a large investment & financial planning practice from a captive, proprietary, direct-fund business model to an open architecture, independent, brokerage business model.• Transitioned a sizable commission based practice to a fee based practice in 12 months.• After 18 months in the financial industry, was sought out by a veteran advisor of 25+ years to form a partnership and create a jointly run financial planning practice.• “Achievement Award” sales honor in 2009.• Built relationships with future & current clients, centers of influences & business referral parters.• Back to back “Circle of Champions” qualifier for sales in 2008 & 2009.• Attained “Super Starter Gold” status for sales in first year in the financial industry. -
Assistant DirectorKansas City Chiefs 2001 - 2007Kansas City, Missouri• Analyzed statistical data accompanied with game & practice video to produce breakdowns & reports for NFL coaching, scouting & exchange use.• Created relationships with future clients, centers of influences & strategic alliances.
Andrew Hearne, Awma Skills
Andrew Hearne, Awma Education Details
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Frequently Asked Questions about Andrew Hearne, Awma
What company does Andrew Hearne, Awma work for?
Andrew Hearne, Awma works for Andrew Hearne - Wealth Management Advisor
What is Andrew Hearne, Awma's role at the current company?
Andrew Hearne, Awma's current role is Fully Licensed & Experienced Financial Advisor Seeking New Rewarding Career Opportunity.
What is Andrew Hearne, Awma's email address?
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What schools did Andrew Hearne, Awma attend?
Andrew Hearne, Awma attended University Of Missouri-Columbia.
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Andrew Hearne, Awma has skills like Management, Public Speaking, Business Analysis, Html, Software Development, Program Management, Strategic Planning, Microsoft Office, Sql, Project Management, Financial Services, Business Development.
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