ANDY WILSON, CFP®
From the time he entered the industry, Andy Wilson had a dream to create an independent financial advisory firm that would provide completely unbiased financial advice. This meant no proprietary products – no ties to Wall Street firms – and no pressure to recommend the latest products to his clients. Quickly tiring of working for firms that were more interested in marketing a product than doing what was in the client’s best interest.
Andy realized his dream in 1992 and joined with his longtime business partner Tom Kozlowski to co-found Lighthouse Wealth Management, Inc. Andy now uses his years of experience to guide individuals, families, and businesses through the ever changing financial planning landscape with unbiased advice driven by his clients’ needs.
Andy came to Maryland in 1984 from his home town of Windsor, Ontario in Canada, having been recruited on a lacrosse scholarship by Loyola University in Baltimore, Maryland. Upon graduating, he joined a national financial services firm marketing tax-sheltered annuities to teachers in Prince George’s County. Influenced by his in-laws, both financial planners, Andy enrolled in the College of Financial Planning and received his CFP® certification in 1994.
The opportunity to work with a broad range of clientele is one aspect of his work that Andy enjoys most and he attributes the continued growth of Lighthouse Wealth Management, Inc. to its adherence to a solid financial planning process, constant research, and the willingness to adapt that planning process to an ever changing financial industry.
Andy lives in Glenwood, Maryland with his wife Melissa, their youngest son, Connor, an avid baseball player. They also have two grown children, Beverly and Spencer. Andy has always been heavily involved in his children’s extra-curricular activities, and also finds time to indulge in his other great passion of life – golf.