Offices conveniently located in Lombard and Naperville, Illinois.

Andrew M. Lohse

Andrew M. Lohse, CPA/PFS, CRPS®, AIF® has been involved in the financial services industry for over 15 years. He strives to continually enhance the client service level through his commitment to professional growth and education. People choose to work with Andrew due to his ability to provide them leadership as a steward of their financial resources, while always being gracious and humbled by their trust and confidence.

In an effort to continually seek knowledge in the industry, Andrew has attained the Certified Public Account (CPA), the Personal Financial Specialist (PFS), and the Chartered Retirement Plan Specialist (CRPS®), and the Accredited Investment Fiduciary (AIF®) designations after graduating from Elmhurst College with a Bachelors of Science in Finance and minor in Mathematics. The philosophy of continual improvement through the growth of one’s abilities can be traced back to Andrew’s involvement in athletics, such as football and baseball. This philosophy suits Andrew’s clients and the clients of the firm as it builds upon the core values of honesty and integrity represented in the organization.

Andrew believes one element of stewardship is to continually find avenues where his unique abilities can benefit others throughout the community. To name a few, this is accomplished through the continued involvement in the Naperville Area Chamber of Commerce, his local church, and the Naperville Jaycees. Andrew is also involved with the Elmhurst College Mentor program.

Andrew, his wife, Kathleen, and their three children reside in Naperville. In their spare time they enjoy spending time with family, activities like bike riding and fishing, and furthering the children’s interest toward the American League brand of Major League Baseball.

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