Andrew Herpich, RICP®
Financial Professional
Andrew Herpich has been a financial professional with Magnolia Wealth Strategies since 2017 when he joined the firm. He began his financial services career working with individuals and families helping with debt management and income protection plans. He later partnered with Robert and Kyle Smith to form BrightThink Wealth Strategies to help Nurse Anesthetists with disability income insurance and retirement income planning.
In 2020, Magnolia Wealth Strategies made Andrew a Managing Associate where now he has a team of financial representatives under him learning from him on how to find what matters most to clients and finding obstacles of what's going to get in the way of what people truly want in life.
Andrew has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® financial professional helps to identify retirement income needs and objectives relative to the client's lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable guidance on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation.
“Why did I come into this business? The reason was simple. We face many crucial financial decisions in our lifetime and the impact of those decisions may not come to fruition until decades later for better or for worse.”
“We have one life to live and one shot to get it all right. I've seen firsthand what can happen to a family when you don't have a plan in place. Watching loved ones struggle was more than enough reason for me to make sure my family, friends, and clients never have to go through hard times alone.”