My Team
25 Years of Experience
Senior Investment Advisor
Andrew M. Suthern, CIM®, CFP®, CFA®, FCSI®
Priase is best heard in the third person
“Sheldon started advising us in 2007 and we gradually moved all accounts to Andrew and Sheldon’s care. They have been providing good advice and have helped us meet our financial goals. Over the years we developed a closer relationship with Andrew who has been very helpful in providing us with detailed portfolio and estate analyses to help us anticipate our financial needs along our retirement path. We would not hesitate to recommend Andrew and Sheldon to new clients.” - Pat & Laszlo J.
Praise is best heard in the third person
“Andrew has been our financial consultant since 2000. In that time, he has always displayed professionalism and given sound advice. He responds quickly to questions and meets with us regularly. He gives 'the straight goods' and bottom line. He points out the weak spots and risks associated with the options of preparing a plan. Recently, we reviewed my financial plan, a plan put together 14 years ago, and we are virtually right on target. (the key is execution of the plan!) I feel very confident with Andrew at the tiller of my financial ship.” - Bruce Jamieson: client since 2000
Praise is best heard in the third person
“I have been a client of Andrew’s for over 5 years. I approached him in 2009 to help me develop a financial plan and to manage my investments. Andrew provided a clear plan and investment strategy that addressed all of my questions and concerns. If you have ever been concerned about your financial future Andrew definitely has the answers. Have I saved enough for retirement? Will I outlive my money? How do I invest my money in these challenging markets? Andrew is always there to answer my questions and to provide advice. I am confident in my financial future and very happy with the performance of my portfolio. I would rate him a 10 out of 10 and have already recommended him to many of my friends and family seeking financial advice.” - Hannah Lochli, CMP, Corporate Event Planner at Plains Mid
Praise is best heard in the third person
“I have been a client of Andrew’s for over 5 years. I approached him in 2009 to help me develop a financial plan and to manage my investments. Andrew provided a clear plan and investment strategy that addressed all of my questions and concerns. If you have ever been concerned about your financial future Andrew definitely has the answers. Have I saved enough for retirement? Will I outlive my money? How do I invest my money in these challenging markets? Andrew is always there to answer my questions and to provide advice. I am confident in my financial future and very happy with the performance of my portfolio. I would rate him a 10 out of 10 and have already recommended him to many of my friends and family seeking financial advice.” - Hannah Lochli, CMP, Corporate Event Planner at Plains Mid
Praise is best heard in the third person
“Going through the financial planning process with Andrew gave us the confidence that we are on the right track. The numbers he provided gave us the direction and the discipline to commit to our plan. We recommend his services to anyone having questions about their portfolio and/or financial future.” - Nigel & Marilyn L.: client since 1997
Praise is best heard in the third person
I have always been impressed with Andrew's dedication to education not just his own but that of his clients as well. His focus on ethics & putting his client's best interest first is second to none. Andrew's level of professionalism and passion for what he does is to be admired. – Travis Jensen CFA, District Vice President