Andy Baxley - The Power of Financial Purpose

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with clients from a variety of professional backgrounds, but he is uniquely positioned to serve those who work in higher education and other large non-profit institutions. Utilizing his background as a former educator and his experience as a Wealth Management Advisor at TIAA, Andy takes pride in approaching his work with the heart of a teacher and insights gained from years of relevant experience. Andy’s approach to financial planning goes beyond the numbers; it’s about helping the individuals and families I serve achieve clarity, confidence and a sense of purpose around their money. Ultimately, he doesn’t just want his clients to feel financially secure; he wants them to feel empowered to plan with a sense of optimism and possibility. As a Colorado native, he cherishes moments in nature with his wife, Yi, and their son, Bo. While a piece of his heart will always be in the Rocky Mountains, Andy has found much to love in Hyde Park, Chicago. On any given Saturday, you’re likely to find them riding their bikes along Chicago’s beautiful Lakefront Trail, spending lazy afternoons with friends at Promontory Point, or taking a stroll to get pastries and coffee at Plein Air, their favorite neighborhood cafe. Like the clients he serves, Andy takes pride in being a lifelong learner and can often be found working his way through new degrees, designations and courses. In 2021, he was proud to complete Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy. Recently, his focus has turned to mentoring young planners and helping them build rewarding, purposeful careers.