Andrew Merchant « Partner & Managing Director

Andrew strives to positively impact his clients’ financial success by implementing appropriate strategies and working with a team of professionals. He is based in Wichita, KS, and is actively involved in his community. Andrew’s core responsibilities include providing oversight of his client’s complete financial picture, collaborating with them and their other professionals, delivering a comfortable experience by listening and taking appropriate actions, ensuring accountability through focused communication, and being proactive in anticipating clients’ future concerns and needs to guide them in making well-informed financial decisions.

While his primary focus is working with individuals, families, and business owners as their personal CFO, Andrew develops a complete client engagement experience around stewardship, collaboration, experience, accountability, and proactive communication. He strives to make a positive impact on the financial success of those he serves. By working with a team of professionals, he implements appropriate strategies to help people make better informed financial decisions.

Andrew was born and raised in Wichita, Kansas, where he lives today with his wife and two boys. He is a graduate of the University of Kansas and earned his MBA from Baker University. He is an avid golfer and is very involved in his community.