Andrew Rogers

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Operations Specialist and Investment Assistant

My role as an Operations Specialist and Investment Assistant affords me the opportunity to work directly with our wonderful clients.

I work at the direction of the Investment advisors to take care of any and all client needs. This includes opening new brokerage, IRA, 401K, and College Choice 529 accounts. I process movement of funds requests such as EFT’s, account journals, check requests, and IRA /529 contributions and distributions.

I quickly follow up with our clients after they meet with our investment advisors, and financial planners. I have detailed conversations to provide our next steps and to clarify our client’s needs. I pride myself on providing an excellent client experience.

Financial Services Experience

  • Over 12 years in the financial services industry.

Career History

  • Bedel Financial Consulting, Operations Specialist & Investment Assistant.

  • American Funds, Shareholder Services Representative.

  • Charles Schwab & Co, Licensed Financial Services Representative.

Education

  • Indiana University Purdue University- Indianapolis, Psychology.

Community

  • Volunteer with Habitat for Humanity.

  • Volunteer with Conner-Prairie.

  • Volunteer with Good Samaritan Network.

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