Andrew Cusick ADV 2(b) Brochure
At KPP - We work patiently, diligently, and proactively to address your unique circumstances and opportunities. Our ultimate goal is to have our clients back and allow them to feel we are their partner in their financial decisions.
As a SmartVestor Pro, I am a believer in Dave Ramsey's message, values, and baby-step principles. Having embraced and carried out these principles in my own life, I have conviction in serving clients and educating them, with the heart of a teacher, to pursue their future financial goals.
To be effective in this line of work, I believe a financial advisor should have multiple team members and co-pilots. Through our team structure, our clients come to expect prompt responses to emails & phone calls and recognize that they are "heard and served" well.
I found my better half, Katy, in 2012. We enjoy traveling, cooking, lake days, and spending time with our son (Basil, age 1), friends, and family. I spend a considerable amount of time on self-improvement through exercise and reading. When time permits, I try to work on my sub-par golf game.
Formal Education:
Bachelor of Arts - Western Kentucky University, 2011
Professional Designation:
Series 07 license held with LPL Financial
Series 66 license held with KPP Advisory Services and LPL Financial
Registered for Securities in the following states: KY, TN
Registered as IAR in the following states: KY, TN
Life and Health Insurance Licensed in KY, TN, IL, OH, FL, CO
Community Involvement:
Teaching Finance for the Diocese of Owensboro - PreCana and ReMarriage
Member of Holy Spirit Catholic Church
WKU Alumni Association
Former Alumni and Volunteer Corp President of KY Delta Sigma Phi Epsilon Fraternity 2014-2021
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SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.