Money’s value is measured by its purpose, and we deserve to live great lives. As a Senior Associate and Certified Exit Planner with Cambium Group, I equip families & business owners with an economic mindset that helps them attain and enjoy their life’s fullest financial potential.
As a result, my clients experience the clarity to focus on building legacies & fulfilling ambitions. I joined Cambium Group in 2016 because of the insight and conviction I gained in the months following my father’s sudden passing. For my family, that experience exposed the many pitfalls of commonplace financial thinking which is unfortunately prevalent in our society, and the financial services industry.
With a keen perspective on how a family’s financial decisions shape their well-being, I collaborate with kind, open-minded, smart clients. Together, we apply a process that eliminates inefficiencies, conquers threats & builds a momentum of abundance.
Prior to Cambium Group, I was a Corporate Advisor at Equinox, a luxury fitness brand that also operates Equinox Hotels & SoulCycle. After losing 40 lbs as an Equinox member, I was inspired to help others optimize their health. I had the incredible experience of impacting more than 1,500 individual clients, serving as the point person who curated their experience and ultimately, their results.
Before Equinox, I led a capital campaign that raised $1.3MM to install a geothermal energy system in a historic landmark facility. This mitigated an emerging environmental threat and eliminated the burden of rising energy costs. It was a privilege to create sustainability and enhance an organization's service to its community for generations to come.
After graduating from The Ohio State University, I began my career as the Area Director of Young Life in Darien, CT where I created and launched multiple leadership initiatives that reached hundreds of students weekly. The experience that had the biggest impact on me personally was serving students with special needs.
Professionally, I hold the Certified Exit Planning® designation as well as Series 7, 66, Life & Health licenses.
Personally, my wife & two young kids are my favorites. I also enjoy:
- Playing hockey, preferably on an outdoor rink
- Stand-up paddleboarding
- Tuscan wine and Kentucky bourbon
- Manual transmission sports cars
- The Cincinnati Bengals, New York Rangers and Ohio State Football
- Traveling to Colorado & Cape Cod
Schedule a virtual appointment with me using my calendar here: http://calendar.andywardcexp.com
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0M75654.