Education: Bachelor of Arts, Finance from University of Northern Iowa
Years Experience: 17
With more than 17 years in the financial services industry, Andrew has seen the industry from the ground up during one of the most tumultuous times the economy and markets have ever faced. These experiences have given Andrew the passion to help his clients build financial plans to live the lives they want.
Accredited Investment Fiduciary (AIF)
Andrew’s family consists of his wife Kristin and their two children Madison and Graham. He would be in trouble if he didn’t also mention their dog Aspen. With maintaining a full work schedule, outside of work the Kleises enjoy spending time with family, friends and being active with their local church.
Money Quote: “You can only worry about those things you can control.”
Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.