Andrew Lucius
Financial Advisor
I received my bachelor’s degree from Bowling Green State University in the Fall of 2019 and immediately began my financial career with Tiell Financial Group in the Spring of 2020 (Yes, it was right before the COVID pandemic). In my first two years on the Tiell team, I held the position of New Business Coordinator. During this time I was able to develop my skills from the ground up, learning the ins and outs of the industry. One of the biggest lessons I learned during this time was my strong desire to become a Financial Advisor for this team and our clients.
Fast forward to the summer of 2021, and the path was laid out for me to begin my journey to becoming an advisor. During this transitional time, I was able to study for and pass my Ohio Insurance License exam, as well as the SIE, Series 7, and Series 66. These exams allowed me to officially be a Financial Advisor and Investment Advisor Representative (IAR) in May of 2022.
My current role at Tiell Financial continues to evolve with industry trends, and most importantly, client needs. I love my job because it allows me to form meaningful relationships with clients, helping them to achieve their long-term financial goals, like saving, retiring and navigating through the different stages of life financially.
When outside of the office, you might catch me at the golf course with friends and family, trying to fix my chronically bad slice (no improvement thus far). My other passions include playing men’s league ice hockey, and spending time with my high school sweetheart turned wife, Marissa.
“You miss 100% of the shots you don’t take” – Wayne Gretzky