Steve Andros

Mr. Andros consults with large multi-partner tax, accounting and legal firms that are currently offering financial services as part of their practice and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms.
He also consults with professional firms that are considering adding financial services to their menu of service offerings.
Mr. Andros has worked extensively within the financial services industry for more than 20 years.
He first served as director of investments and qualified plans for Trusted Advisors, where his duties involved the recruiting and training of bank and CPA registered representatives.
Steve was later promoted to vice president, where he focused entirely on helping CPAs develop their financial services programs.
He has also served as the district pension manager for John Hancock and CIGNA in Minnesota.
For over 10 years, Steve has been helping CPAs add financial services to their practice, and he has presented at numerous workshops and seminars regarding wealth management best practices.
Mr. Andros graduated with a bachelor’s degree in Marketing from Saint Cloud State University in Minnesota.
He is a registered representative who has passed the FINRA Series 7, 24, 63 and 65 examinations, and he holds the Minnesota Life and Health Insurance license.