Andrew Penke

As Director of Foundational Planning, Andrew works to deliver a planning promise to clients: helping them make sense of retirement and the issues that matter to them. Andrew finds a sense of purpose in understanding his clients’ wants and needs and helping make the complex simple. His goal is to offer straightforward solutions to address his clients’ needs. In addition to his role as an advisor, Andrew also spearheads the Foundational Planning program at Carson, where he’s building out Carson’s advisor framework to increase access to wealth management and financial planning for more families across our network.

Andrew earned his Bachelor of Arts degree in music from the University of Nebraska at Omaha. Studying music helped prepare him to work well in a team setting—getting results working alongside many different types of people—and strengthened his ability to adapt to changing circumstances. After working in the insurance field early in his career, in 2016 Andrew transitioned to investment and advisory services, earning his Series 7 and Series 66 while working at TD Ameritrade/Schwab as a financial consultant. During his tenure there, Andrew was responsible for guiding hundreds of high-net-worth clients in growing their wealth. In 2022, Andrew joined Carson’s Client Acquisition team to help launch, and eventually manage, a team working to connect future clients with Carson advisors.

Outside of work, Andrew enjoys spending time with his wife, Allison, and their two daughters. Andrew volunteers as a musician and as a small group leader at his church. He spends his downtime writing and playing music, reading, and taking part in his children’s activities.