Andrew Kelch

CFA, CFP^®

Director

Andrew has worked in wealth management since 2003 with a wide range of client types. He began his career at a full-service broker-dealer working with high-net-worth individuals and later joined USAA, where he served members and helped to build intermediary distribution for their mutual fund business prior to its successful sale in 2019. He then joined Dimensional Fund Advisors as a regional director working with community and private banks, independent trust companies, and family offices. He is a strong advocate for financial literacy and believes a successful investment journey not only requires navigating volatile markets but also addressing investor biases and managing emotions along the way.

Andrew is a Chartered Financial Analyst® charterholder and CERTIFIED FINANCIAL PLANNER® practitioner who graduated with both his bachelor's and master's degrees in finance from the University of Texas at San Antonio.

Andrew, his wife, and their three children live in Bee Cave, Texas. He spends his free time playing tennis, surf fishing, and taking full advantage of the beautiful hill country of central Texas.