Andrew Raymond Thiem brings a wealth of expertise and a personalized approach to his role as a Wealth Advisor and Senior Portfolio Advisor at Lakehouse Private Wealth Management. A CFP® candidate set to take the exam in March 2025, Andrew specializes in comprehensive wealth management, focusing on strategic areas such as wealth planning, risk mitigation, executive compensation optimization, asset preservation, and cash management strategies. His disciplined service model is tailored to meet the unique needs of a diverse clientele, with a central mission: helping clients maximize their hard-earned income and build toward their envisioned retirement lifestyle.
Andrew began his career in the financial industry in 2017 and quickly distinguished himself by earning the Morgan Stanley Pacesetter Award. He holds a bachelor’s degree in Economics and Management, with a minor in Psychology, from DePauw University, and maintains a broad set of industry licenses, including Series 7, Series 66, Life/Health/Annuity, and NMLS.
Outside of work, Andrew enjoys basketball, golf, football, skiing, and spending time with his wife, Taylor, and their dog, Annabelle. With a commitment to disciplined and client-focused service, Andrew works tirelessly to help clients confidently pursue their financial and lifestyle goals.