Andrew Johnsen
Managing Director
A 10-year wealth management veteran and seasoned entrepreneur, Andrew offers a wealth management experience geared to the modern investor. Drawing from experience in working with Baby Boomers, Gen-X, Millennial, and Gen-Z clients, he possesses the unique skills to construct multigenerational investing strategies and offers a fresh perspective in an industry dominated by an aging workforce.
As a Senior Portfolio Strategist at Waterloo, Andrew enjoys advising his clients on capital markets as well as prudent private investments, debt placements, trust/insurance planning, and M&A advisory. Prior to Waterloo, Johnsen managed a multi-million-dollar private wealth practice at Merrill Lynch.
Outside of work, Andrew is an avid golfer, tennis player, seasoned traveler, and Master Scuba Diver. He lives in Dallas with his dog, Cooper.
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