Andy Baxley, Ms, Cfp®

Andy Baxley, Ms, Cfp® Email and Phone Number

Founder and Financial Planner @ Two Trails Financial Planning
Chicago, IL, US
Andy Baxley, Ms, Cfp®'s Location
Chicago, Illinois, United States, United States
Andy Baxley, Ms, Cfp®'s Contact Details

Andy Baxley, Ms, Cfp® work email

Andy Baxley, Ms, Cfp® personal email

n/a
About Andy Baxley, Ms, Cfp®

Hi there, I’m Andy!I founded Two Trails Financial Planning to help thoughtful (and busy!) mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.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.To be honest, I'm not 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, isn't it? It's about building a life you can be proud of alongside the people you love most.What shapes my perspective:• CFP® Professional• Masters in Financial Planning with focus on advanced planning and financial therapy• Former teacher turned financial advisor (9+ years experience)• Father of two who understands the real-life challenges of balancing career, family, and financesTwo Ways to Work Together:1. Summit Wealth 🏔️• Comprehensive financial life planning, tax planning, and investment management• For those ready for ongoing partnership• Starts at $5,000/yr.2. Base Camp 🏕️• 3-month financial life planning deep dive• Perfect for DIYers and those in the early stages of building wealth• Starts at $3,500Not 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.

Andy Baxley, Ms, Cfp®'s Current Company Details
Two Trails Financial Planning

Two Trails Financial Planning

View
Founder and Financial Planner
Chicago, IL, US
Website:
twotrailsfp.com
Employees:
1
Andy Baxley, Ms, Cfp® Work Experience Details
  • Two Trails Financial Planning
    Founder And Financial Planner
    Two Trails Financial Planning
    Chicago, Il, Us
  • Two Trails Financial Planning
    Founder/Financial Planner
    Two Trails Financial Planning Oct 2024 - Present
    Chicago, Illinois, United States
  • The Planning Center, Inc.
    Sr. Financial Planner
    The Planning Center, Inc. Nov 2020 - Oct 2024
    Chicago, Illinois, United States
  • Tiaa
    Wealth Management Advisor
    Tiaa May 2019 - Nov 2020
    Chicago, Illinois
  • Tiaa
    Sr. Financial Consultant
    Tiaa Oct 2017 - May 2019
    Denver, Colorado
  • Fidelity Investments
    Retirement Solutions Representative
    Fidelity Investments Jan 2017 - Oct 2017
    Greater Denver Area
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Mar 2016 - Jan 2017
    Greater Denver Area
  • Fidelity Investments
    Mutual Fund Trader
    Fidelity Investments Oct 2015 - Mar 2016
    Greater Denver Area

Andy Baxley, Ms, Cfp® Education Details

Frequently Asked Questions about Andy Baxley, Ms, Cfp®

What company does Andy Baxley, Ms, Cfp® work for?

Andy Baxley, Ms, Cfp® works for Two Trails Financial Planning

What is Andy Baxley, Ms, Cfp®'s role at the current company?

Andy Baxley, Ms, Cfp®'s current role is Founder and Financial Planner.

What is Andy Baxley, Ms, Cfp®'s email address?

Andy Baxley, Ms, Cfp®'s email address is an****@****sfp.com

What schools did Andy Baxley, Ms, Cfp® attend?

Andy Baxley, Ms, Cfp® attended Colorado State University, Kansas State University.

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