Andreas Wilder CFA, CFP

Andreas Wilder CFA, CFP

Financial Advisor

I live in Marietta with my two children Miles and Kennedy and dog Fenway. I married the literal girl next door - Cailie, who is my rock. I cheer for all Boston sports except for soccer - call me to go to a Atlanta United Game or try a new restaurant!

Member

Fill the Filing Cabinet Workshop 04/18/2022
Best Client Workshop 06/15/2020
InfoMinute Seminar 02/17/2020
Orientation Essentials 02/17/2020
GateOpener Workshop 10/19/2015
7-Minute Presentation Workshop 05/22/2015

Development

Endorsement Letters I've Given

Endurance Planning Group

Endurance Planning Group

770-431-5120

2859 Paces Ferry Rd SE
Suite 1160
Atlanta, GA 30339

Website

My clients were active in college, and still go to the football games. They own a business to control their paycheck and coach their children. They want to ensure they teach their children and grandchildren how to plan for life’s largest moments.

Company

Endorsement Letters I've Received

AlphaTester 08/27/2021

Contribution

Whitlock Avenue Team

Introduced by:

Austin Eades

Austin Eades

Joined on 01/06/2015

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 12/04/2020
VisitorCoOrdinator 10/05/2021
MembershipCoOrdinator
MentorCoOrdinator

Membership

5-year Pin 09/18/2020
3-year Pin 04/13/2018

Team

Members I've Invited

Eli Robinson

Eli Robinson

Christopher Rowe

Christopher Rowe

Amy Koenig

Amy Koenig

Garrett Hurst

Garrett Hurst

Sponsorship

Linzy Parsons (Personal Property and Casualty) both share an intense focus on client service. In our first coffee together, she mentioned her strength is taking care of her clients and being there for them when they have issues - it is why they refer! I share a similar passion in my business and use the phrase "clsoe the loop" with my staff to ensure my clients are always informed of what is going on. Becase I lead a team of advisors as well, I am uniquely positioned to be more of a mentor in my business and pass on the lessons I have learned, particularly regarding how to speak to groups in referral language!

Referral Trigger Response