Andrew Haase

Andrew Haase is a Private Wealth Advisor with over five years of experience helping individuals, families, business owners, and professionals navigate the complexities of financial planning and long-term wealth strategies. Throughout his career, Andrew has built his practice around creating meaningful relationships and serving as a trusted resource for clients seeking more than just traditional financial advice.

His approach focuses on understanding each client’s unique goals and helping develop customized strategies surrounding wealth accumulation, income planning, asset protection, tax-efficient strategies, retirement planning, and legacy planning. Andrew is passionate about staying at the forefront of the industry and continuously expanding his knowledge, tools, and resources to better serve those who place their trust in him.

Andrew enjoys working with driven individuals, entrepreneurs, executives, and families who are always striving for growth and looking for creative ways to strengthen and protect their financial future. He takes pride in being an advocate and resource for his clients, helping provide clarity, confidence, and long-term guidance through every stage of life.

Outside of work, Andrew is highly active and enjoys a wide variety of sports and competitive activities including pickleball, volleyball, ultimate frisbee, golf, and cornhole. He also enjoys traveling, spending time with family and friends, and staying involved within the community and around people whenever possible.