Andrew Steger
Relationship Manager,
CFP®,
MBA
Andrew serves as a Relationship Manager at Orgel Wealth Management, assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning. Andrew has over 11 years of industry experience, and prior to joining Orgel Wealth Management, worked as a Relationship Manager and Regional Account Manager for a trust administration and wealth management firm.
Andrew earned his Bachelor of Science degree in business management and Master of Business Administration degree from Upper Iowa University. Andrew also holds a CERTIFIED FINANCIAL PLANNER™ certification.