Andy Anderson, Cfp® Email & Phone Number

Morton, Illinois, United States

Morton, Il

Indianapolis, Indiana

• Documented client/planner meetings by taking detailed notes and inputting them into company software • Maintained client satisfaction by communicating with clients over the phone and through Microsoft Outlook• Compiled client 401k, IRA, and Self Directed Brokerage account balances for income tax reporting • Scanned tax-related documents into client-specific Laserfiche folders for income tax reporting• Analyzed individual client circumstances such as whether to meet a cash flow need out of a tax-deferred annuity or a Traditional IRA• Utilized donor-advised charitable gift funds to fulfill client charitable giving goals• Role-played presenting client retirement projections with senior planner• Utilized technical proficiency in Microsoft Excel, Outlook, PowerPoint, and Access• Ensured digital documentation of all sent and received mail• Fostered a client-centric environment by focusing on hospitality and service

Gas City, Indiana

• Assisted in the design process of bridges, multi-family housing, office buildings and more• Compiled and published a comprehensive overview of office services and past projects to be presented in a highly competitive construction bid • Designed and implemented an attractive website to increase business and client appeal (www.crandalleng.com)• Provided friendly and efficient service to clients and customers both in person and over the phone

Marion, In

• Filled orders to replenish inventory at Dunham’s retail stores across the country• Organized and maintained a section of aisles stocked with retail merchandise• Located lost or misplaced inventory• Ensured on-time shipment of inventory• Trained new employees to efficiently and effectively fill orders

• Renovated a 19th century farmhouse• Constructed a new addition from foundation to finishes totaling over 800 ft2• Refinished hardwood floors in the original house• Hung drywall throughout the house and addition• Ran electrical wiring through new addition• Installed new siding on all exterior surfaces

Peoria, Il

• Made hand-crafted sandwiches and salads• Consolidated all parts of meal orders as the point of contact for customers• Completed orders consistent with the required speed of service• Managed orders and payments while running the cash register• Maintained a friendly, welcoming environment for the customers• Ensured customer service remained a focal point for myself and my coworkers• Assisted in the training of new employees

Brimfield, Il

• Transferred physical collection of schematic drawings into an electronic database to provide easier access• Maintained an electronic collection of schematic drawings accessed by the engineers and engineer interns• Initiated productive communication with superiors to clarify expectations in unfamiliar situations

Master'S Certificate Of Financial Planning, Financial Planning

Bachelor'S Degree, History, 3.92

Activities and Societies: Phi Theta Kappa Honor Society, Phi Alpha Theta Honor Society, Pi Gamma Mu Honor Society