Andrew Tranel is responsible for the compliance aspects of the firm, where he blends deep industry expertise with an unwavering commitment to doing what’s right—for both the firm and its clients. With a Certified Financial Planner® designation and a background in finance and advisory services, Andrew is instrumental in developing tailored financial plans that integrate investment strategies, tax planning, retirement preparation, and estate solutions.

In his role, Andrew not only ensures regulatory excellence and ethical operations across the firm, but he also takes pride in guiding clients through some of life’s most important decisions. His calm, methodical approach helps individuals and families gain clarity and confidence as they work toward long-term financial freedom.

Andrew and his wife, Kimberlee, make their home in rural Wisconsin, where they raise their four children—Steven, Elliott, Weston, and Amelia. Deeply rooted in Kieler, the community where he grew up, Andrew volunteers as a youth coach for basketball, baseball, and soccer. He also finds joy in the great outdoors, particularly when hunting with his children or spending time exploring nature as a family.