Andrew Stephens
Financial Advisor|ChFC®, CLU®, CLTC®
Professional
By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.
Education
- University of Texas - Corporate Communications (Bachelors)
- University of Texas - Business (Minor)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2012-2015
-
Award recognizing commitment to excellence in service to clients and industry
-
Personal
Andrew grew up in the Austin area and stuck around to graduate from the University of Texas with a degree in Corporate Communications and a minor in Business. He joined Northwestern Mutual in 2009 and has been passionately growing his financial planning practice and team ever since. You would have to drag him out of this awesome city.
In June of 2012, Andrew married his amazing wife Kristen, who also grew up in Austin, but took a 4 year hiatus to graduate from Baylor University. They are both involved at Austin Ridge Church, enjoy going to home UT football and basketball games, and catching concerts. They also enjoy playing sand volleyball, pickleball, and golf, although they slightly disagree with the amount of time Andrew should be spending on the golf course.
Kristen and Andrew currently have one daughter named Piper, and nowadays spend most of there time in West Austin with family and friends.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Business Planning & Succession
Life Insurance Strategies
Disability Planning
Advisory Services
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
