Mark L. Andrews, JD, CTFA™

Mark L. Andrews, JD, CTFA™

Vice President, Wealth Advisor

 

Mark Andrews joined Indiana Trust Wealth Management as a Wealth Advisor in September of 2019, with more than 20 years' experience in the wealth management profession – most recently with D.A. Davidson Trust Company.   Mark also has experience in the legal profession, having served as a Deputy County Attorney.

In his role as a Wealth Advisor at Indiana Trust, Mark focuses on multigenerational planning, customizing strategic advisory solutions in accordance with each client's unique set of circumstances, for purposes of financial planning, tax and retirement planning, business succession planning, and investment-driven estate planning.  Mark's professional experience, educational background, and designation as a Certified Trust and Fiduciary Advisor (CTFA™), ensure that he has the expertise to manage your legacy in a very comprehensive manner.

In addition to earning both his Juris Doctor and Bachelor of Business Administration degrees from the University of Nebraska, where he majored in economics and finance, Mark has attended several continuing education courses, including the University of Notre Dame's Tax and Estate Planning Institute, Cannon Trust Schools I, II, III, and Sales, and the University of Washington School of Law's Estate Planning Seminar.

Mark has established himself as a trusted community partner and volunteer over the span of his career, having served on the boards of multiple charitable, civic, and community-based organizations.  He currently serves as a board member for Orchestra Indiana and also presents on trust and estate planning topics with various groups and estate planning councils.