Andrew Burgess

Andrew is an alumnus of Illinois State University, where he earned a Bachelor’s Degree in Business Administration. He currently holds his state life and health insurance license,­­ and well as the FINRA Series 7 and 66 licenses. He is working towards the FINRA Series 24 license.

As Operations Manager, Andrew helps to process new accounts; assists in account transfers; handles advisor and client operational issues; assists in the new staff and rep onboarding process; runs point on numerous projects as they are introduced to the firm; and works on creating, reviewing, and amending MSTC processes to ensure efficiency throughout the organization.

Andrew is from Tremont, Ill. He serves his community as a youth mentor and basketball coach at the Boys and Girls Club of America. He is also actively involved in Special Olympics as a basketball and volleyball coach and team organizer.  As an avid sports fan, he passionately roots for the Chicago Cubs, Chicago Bulls and LA Rams. He likes to play golf, basketball and volleyball whenever he has the opportunity. He also enjoys traveling and spending time with friends.

Andrew can be reached at